Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Mills Wealth 4th Quarter Market Update 2024

Mills Wealth 4th Quarter Market Update 2024

DOWNLOAD THE PDF I look forward to writing this market update to share with our clients

Market Review Fourth Quarter and 2024

Market Review Fourth Quarter and 2024

The 4th quarter of 2024 saw a mixed performance: the US Stock Market grew at 2.63%

Solo 401k Vs SEP IRA: Which is Better?

Solo 401k Vs SEP IRA: Which is Better?

For self-employed individuals and small business owners, choosing the right retirement plan is a critical decision.

Should You Choose a 15 or 30 Year Mortgage in 2025?

Should You Choose a 15 or 30 Year Mortgage in 2025?

Should You Choose a 15-Year or 30-Year Mortgage? When buying a home, one of the most

Why Most People Fail at New Year’s Goals

Why Most People Fail at New Year’s Goals

Why Most People Fail at Setting New Year’s Financial Goals (and How to Succeed) Every year,

Back Door Roth IRA: What It Is, Who Benefits, and How t …

Back Door Roth IRA: What It Is, Who Benefits, and How t …

As wealth management strategies evolve, one financial tool has remained a key consideration for high-income earners:

Why Our Advisor, Stephen, Always Tries his Best

Why Our Advisor, Stephen, Always Tries his Best

There is a quote that has largely defined my life. When I have a choice to

Mills Wealth 3rd Quarter Market Update 2024

Mills Wealth 3rd Quarter Market Update 2024

DOWNLOAD THE PDF Each quarter, I look forward to writing this market update to share with

Market Review Third Quarter 2024

Market Review Third Quarter 2024

The 3rd quarter of 2024 saw a strong performance with all Stock and Bond Markets across

Delegate Your Finances & Dominate Your Business: Fr …

Delegate Your Finances & Dominate Your Business: Fr …

As an entrepreneur or a high-achieving sales leader, you likely wear many hats. You’re responsible for