DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that Q2 of 2019 was a positive quarter all around the world. To see the PDF click on the picture below, or the link above.
What A Difference A Quarter Makes Download the PDF In the investment world, Wall Street has been known to prey on investor’s relatively short memory of the past, but I would like to remind you of Dec 25th, 2018, barely 100 days ago. Markets appeared to be in free fall
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the
I found this article on the web the other day and thought it was very timely. It’s probably a 5 minute read. Enjoy! -Mike
Download the PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that Q1 of 2019 was a great quarter. One of the best the US and much of the world has seen (especially in a long time). To see
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.
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