
Does the President Impact the Stock Market?
We get asked this question about every 4 years, “If [insert candidates name] is elected should

How Much Do I Need to Retire?
Identifying Retirement Expenses The initial step towards estimating your retirement needs is to pinpoint your anticipated

Why don’t we have preferred stock in our portfolios?
Question: How does Mills Wealth Investment team think about preferred stock compared to common stock? This

Mills Wealth 1st Quarter Market Update 2024
DOWNLOAD THE PDF The beautiful spring weather of April is here, and it’s hard to believe

How Markets Performed Across the World in the First Qua …
The 1st quarter of 2024 was off to a hot start with most of the markets

Business Owners: Don’t Make This Costly Mistake
As an advisor with over a decade of experience, there is one mistake that I have

How to Create an Effective Exit Plan
Creating a well-defined exit plan is an essential strategy for every business owner, providing a roadmap

Should I or my Spouse Take Social Security Benefits Ear …
If you are nearing retirement, odds are you have thought a lot about how to get

Mastering Your Wealth: Time-Saving Strategies for Busy …
Have you ever ended a month and wondered how much money did you save? Or even
401(k) Plan Benchmarking: Why and How
As a business owner who may currently be a trustee of a 401(k)/retirement plan or you