Click below to see how the markets across the world performed during the 4th Quarter. 4th Quarter Market Review 2018 PowerPoint Slides 4th Quarter Market Review 2018 PDF
Download the PDF With the end of the year approaching, tax planning is probably high on your list of things to do. We wanted to share some thoughts for you to consider before December 31st. Below are some of the ideas we have: Contributions to Qualified Retirement Accounts: Reduce taxable
Download the PDF We wanted to address a recent client question that we thought made a great point. āIf the S&P500 rises 7.71% this quarter and my account is up only 2% over the same quarter, am I losing out on return and is going to hurt my chances of
Staring Down a Bear Our Thoughts on the Markets Insight into MWA Rebalancing Methodology Understanding the Mechanics of a Client Question, āAm I losing out?ā Whatās Going on around the Mills Wealth Office […]
Click below to see how markets across the world performed during the 3rd quarter of 2018.
Football season is in full swing! With that in mind, here is a article from Investopedia that compares football to your retirement planning. Retirement might be just around the corner or years away. Either way, a game plan is essential to be able to win retirement. Below are some helpful
The Longest Bull Market in S&P 500 History In the Wall Street Journal on Tuesday August 22, 2018 there was an interesting article that included the picture below (Fig 1) showing the S&P 500 Index on the verge of becoming the longest S&P 500 bull market ever. It has now
Jack Bogle of Vanguard on Low Costs I came across this article on low costs. It discusses how low costs are continuing to change the landscape of the financial industry. This article discusses some beliefs from one of the largest figures in the low cost movement. A little over 40
According to the Prudential 2018 Survey of Retirement Preparedness, when pre-retirees were asked their level of retirement preparedness, they give themselves an average grade of āCā. Approximately 40% added that they are ānot at all sureā how much income they will need each month in retirement and astonishingly, 25% of
MWA 4th Quarter Commentary
Download the PDF Mills Wealth Q4 2018 Market Commentary We used recent market volatility combined with new technology to adjust our portfolios. Below you will find our rationale on the changes, and our thoughts on the current and future market environment. Rationale Behind the Trades We Executed: Sold real estate: