I hope you and your loved ones are well, staying healthy and enjoying the awakening of Spring. We’ve been hard at work to improve your client experience. In January, we sent out a client survey and appreciate all those who participated. We are pleased to report that 97% of you indicated that you are getting value from working with us. In addition, 87% indicated that you have made excellent or very good progress towards your financial goals.

Then in February, we upgraded our website to make it easier to navigate our wide range of planning services and product offerings. Please check it out at millerwealthadvisors.com.

In March, two US regional banks, California-based Silicon Valley Bank and New York’s Signature Bank, collapsed under the weight of heavy losses in their bond portfolios and a massive run on deposits. Fortunately, the Federal Reserve provided relief amidst the fallout and averted a major crisis.

Within this edition, you will find a case study about an alternative long term care planning strategy, a brief on the recent banking crisis, a quarterly economic commentary, and an excerpt from a dinner in which I was honored for my efforts in securing legacy gifts for my community.

I encourage you to share this newsletter with anyone who may find it to be of value. I hope you enjoy it!

Read the full Report