We get asked this question about every 4 years, “If [insert candidates name] is elected should we sell our stocks?” And our answer is usually the same, that we believe that the stock market doesn’t usually react to which president is elected to the white house and that the president
Identifying Retirement Expenses The initial step towards estimating your retirement needs is to pinpoint your anticipated expenses. You can adopt either the bottom-up or the top-down approach. The bottom-up method requires you to draft a detailed budget, listing every foreseeable expense in retirement such as groceries, utilities, travel, and property
Question: How does Mills Wealth Investment team think about preferred stock compared to common stock? This is a pretty detailed in-the-weeds question, but I think the answer can help explain a little about how we think about building âefficientâ portfolios that barbell risk assets on one side of the portfolio
DOWNLOAD THE PDF The beautiful spring weather of April is here, and itâs hard to believe that another quarter has come and gone. This quarter marks a significant milestone for Mills Wealth Advisors, as it was 25 years ago that the firm was founded. In that time we have seen
Creating a well-defined exit plan is an essential strategy for every business owner, providing a roadmap for transitioning out of their company. An exit plan not only outlines how and when an owner will step away from their business, but it also ensures that they can do so in a