<<DOWNLOAD THE PDF>> If you have an extra second, read Section III: Around the MWA Office for a few attaboys. Please skim Section II’s Warning label where I discuss today’s high valuations, look at some charts and graphs, and issue a possible developing bubble warning along with some recommended portfolio
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2021 each equity market was up more than 2%, with the US Market as the top performer at 6.35% and the lowest, the
IRS announces tax relief for Texas severe winter storm victims | Internal Revenue Service TX-2021-02, February 22, 2021 TEXAS — Victims of winter storms that began February 11, 2021 now have until June 15, 2021, to file various individual and business tax returns and make tax payments, […]
Congratulations! You’ve applied, interviewed, maybe negotiated a few details on your contract, and have finally signed the dotted line on your offer letter. And then it hits you – changing jobs isn’t easy. Sure, it’s exciting – and certainly worth celebrating! – but it also can be a very overwhelming
WATCH THE VIDEO DOWNLOAD THE SLIDEDECK A few weeks ago we wrote an article titled “Is there Still Value in Value Investing”. Many people asked for more information regarding it, so we decided to make a video and slide deck about it. You can view the slide deck on SlideShare
What is an estate plan? Questions this article will help you answer: What is an estate plan? What is included in an estate plan? What are some benefits of an estate plan? How do I get started? One of the most overlooked aspect of a person’s financial plan can be
WATCH THE VIDEO There has been a lot of talk about 5 or 6 stocks the past couple of days, especially GameStop (GME). AMC, Nokia (NOK), BlackBerry (BB) and Dogecoin (DOGE) have been heavily discussed as well. These stocks represent a minor part of our portfolio, under 0.5% to be
DOWNLOAD THE PDF Section I: Market Update Report Section II: MWA Quarterly Commentary Section II-A: The Elections and Market Timing Section III: Around the MWA Office Section IV: Articles of Value, Recommended Reading Section I: Market Update Report The 3rd quarter was a strong quarter for our investors, as
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 3 of 2020 each equity market was up more than 4.5%, with the Emerging Markets as the top performer at 9.56% and the lowest, International
Download the PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 2 of 2020 each equity market was up more than 10%, with US and Emerging Markets being the top performers at 22% and 18%.