After a volatile first half of the year, markets settled into a more measured pace in the third quarter. Investors weighed slower economic growth against encouraging signs from the Federal Reserve and …
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The MWA Report Fall 2025
Welcome to our fall newsletter! As the season changes and 2025 begins to wind down, it's a natual time to pause, reflect, and realign with your financial goals. In this edition, you'll find out …
2nd Quarter 2025
We started the quarter with President Trump announcing sweeping tariffs that sparked havoc in the markets. Then we shifted to the One Big Beautiful Bill Act, which grants a permanent extension of the …
The MWA Report Summer 2025
Welcome to our summer newsletter! As we soak up the sunshine and longer days, we are excited to share a few updates and insights we believe you'll find valuable for your financial journey. In …
Bill Miller recognized in The Boca Raton Observer
We are proud to share that our firm was recently featured in The Boca Raton Observer, recognizing the work we’re doing to help clients navigate today’s rapidly changing financial landscape. It’s an …
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1st Quarter 2025
The first quarter of 2025 saw a stark contrast to Q4 2024, with large-cap U.S. growth stocks (LC growth) falling over 8%, while diversified portfolios outperformed. International stocks and bonds …
