Download the PDF Recently, I was on the 7th floor, stepped into an empty elevator that I assumed was going up. I stepped in and pushed the button for floor number 10 and watched the doors close. To my surprise, the elevator started going down! As I looked at the
Download the PDF We wanted to address a recent client question that we thought made a great point. âIf 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, âAm I losing out?â Whatâs Going on around the Mills Wealth Office                 Â
Click below to see how markets across the world performed during the 3rd quarter of 2018.
MWA 4th Quarter Commentary
Download the PDF Mills Wealth Q4 2018 Market Commentary We used recent market volatility combined with new technology to adjust our portfolios. Below you will find our rationale on the changes, and our thoughts on the current and future market environment. Rationale Behind the Trades We Executed: Sold real estate: