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
I came across a great article today that can teach us principles for our financial lives and our lives in general. The article is from an interview with Carl Richards author of The Behavior Gap, (if you havenāt read it, I highly suggest it). The article discusses how focusing on
Here are some tips to jump-start your journey toward financial fitness this fall. Examine, or re-examine, your goals Many people struggle with commitment to a financial plan, but that is usually for one simple reason: Their financial goals were disconnected from their values. The best start to a financial fitness
Whether you are selecting a Trustee for a trust that is currently established or for a trust that will spring to life upon a certain event such as your death, you have many choices when it comes to selecting a Trustee. You can choose an individual such as a friend