Download the PDF Overall the 2nd quarter was a good quarter for most investments (especially very large, fast-growing US multinationals that trade at high valuations). Stocks & Bonds continued to rebound from the pullback that bottomed over the Christmas holidays; as interest rates fell, due to concerns for slowing global
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
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.
Below is our recap of how the markets across the world performed during the 2nd quarter of 2018. The headlines made it seem like it was a volatile quarter. However, from trade wars to the fed raising rates, for the most parts the markets shifted very little. Take a look.