DOWNLOAD THE PDF In the update below, you will find the following links that will direct you to the topics and resources we have assembled for your benefit. I hope you find it informative and useful. If you have an extra second, read Section III: Around the MWA Office for
I read an article today that I think reflects what we are thinking at Mills Wealth Advisors right now. Now, I don’t agree with 100% of what was written, but the main premise I agree with very much. We have been having many conversations with clients about their current
DOWNLOAD THE PDF In the update below, you will find the following links that will direct you to the topics and resources we have assembled for your benefit. I hope you find it informative and useful. If you have an extra second, read Section III: Around the MWA Office for
If you are going to buy a new printer, I wouldn’t recommend you go talk with your attorney about which printer is best (unless you are worried about your liability). Yes, attorneys use printers probably more than any other professional you know, but are they qualified to tell you which
DOWNLOAD THE PDF Section I: Market Update Report The second quarter of 2020 was a dramatic comeback from the first quarter. If you click on this link you will be able to download our graphical review of the second quarter. In this, you will notice that in Quarter 2 of
Download the PDF With the end of the year approaching, tax planning is probably high on your list of things to do. We wanted to share some thoughts for you to consider before December 31st. Below are some of the ideas we have: Contributions to Qualified Retirement Accounts: Reduce taxable
Download the PDF We wanted to address a recent client question that we thought made a great point. āIf the S&P500 rises 7.71% this quarter and my account is up only 2% over the same quarter, am I losing out on return and is going to hurt my chances of
Staring Down a Bear Our Thoughts on the Markets Insight into MWA Rebalancing Methodology Understanding the Mechanics of a Client Question, āAm I losing out?ā Whatās Going on around the Mills Wealth Office […]
Am I Paying too Much for My Investments?
Have you ever wondered if you are paying too much for your investments? If so, you’re not alone. We have clients come to us to be a second set of eyes on their portfolio and ask this quite often. The short of it is, maybe. You have to make sure