DOWNLOAD THE PDF The market investing year of 2023 is off to a solid start. Despite some concerns with the liquidity of some banks, ALL equity and fixed income markets were positive in the first quarter. International Developed Stocks were up 8.02% over the quarter followed by the US Market
 âThe key to making money in stocks is not to get scared out of them.â     -Peter Lynch DOWNLOAD THE PDF I hope the end of the 3rd quarter finds you and your family well. I donât know if it is my age or the heat radiating off my beautiful
The Third Quarter Was not Friendly to Investors For the second quarter in a row, all markets were down. Youâll notice that ALL Equity, Real Estate Markets, AND Bonds were down, again. This is the second quarter in a row that the Quarter, YTD, and 1-year returns for ALL markets are
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
Government Shutdown – Will My Portfolio Go Down? You may have asked your advisor this question, googled this question, or just plain wondered âwill my portfolio go down if the government shuts down?â The answer to this question is, probably not. This does not mean that you should not concern
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 risk
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 Section I: Market Update Report The first quarter of 2020 was volatile, to say the least. If you click on this link, you will be able to download our graphical review of the first quarter. In this, you will find that all global equity markets were down,
Download the PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2020 each equity market was down more than 20%, with real estate being down the most at -29%
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