Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

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

What Will the Election Mean for my Investments?

What Will the Election Mean for my Investments?

With the election less than 6 weeks away many investors worry about how the election is

How to Make Your Hard Earned Money Work for You

How to Make Your Hard Earned Money Work for You

I am TERRIBLE at drawing… But I love to do it when talking about money, especially

Why You Shouldn’t Plan to Work Forever

Why You Shouldn’t Plan to Work Forever

Many of our clients envision continuing to work indefinitely and never truly be fully in retirement.