Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Mills Wealth Financial Advisors - southlake wealth
Does the President Impact the Stock Market?

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?

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?

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

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 …

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

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

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 …

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 …

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

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