News and Updates
1% of a $5 Million Portfolio: Evan Mills on Paying for Advice by Its Value
Full Article Link: https://www.marketwatch.com/picks/we-have-over-1m-and-our-financial-adviser-charged-us-1-on-that-and-didnt-meet-with-us-for-2-years-now-were-just-2-months-from-retirement-help-9a9cde05 Quote from Evan Mills “The biggest question is, if you’re paying 1% AUM, that’s $50,000 on a $5 million portfolio. Are you getting $50,000 worth of […]
Sports Team ETFs and the Question of What Produces the Return
Full Article Link: https://www.cnbc.com/2026/10/08/sports-team-etfs-prediction-markets-futures-gambling.html Quote from Evan Mills “For avid sports gamblers and sports fanatics, their team can already break their heart with a loss. Now there’s a way it […]
What a 1.6% Fee Means for a 5% Return
Full Article Link: https://www.marketwatch.com/picks/we-are-in-our-mid-70s-with-500k-to-invest-but-the-adviser-wants-to-charge-us-1-6-he-says-he-can-aim-for-a-5-return-should-we-do-it-c2c0a4a2 Quote from Evan Mills “1.6% on $500,000 is about $8,000 per year, not including fund expenses, trading costs or associated taxes. With a target return of […]
Anthropic Trades Above $1 Trillion in Private Markets as Holders Sit Tight
Full Article Link: https://www.benzinga.com/exclusives/anthropic-trades-above-1-trillion-private-markets-holders-sit-tight Quote from Evan Mills “With the $1 trillion valuation, or anywhere north of that, it requires a lot of success to already be true. Investors are […]
Scott Bessent says the K-shaped economy is ‘over’ — but 60% of US spending rests on rich people’s portfolios
Full Article Link: https://finance.yahoo.com/economy/articles/scott-bessent-says-k-shaped-180000198.html Quote from Deon Strickland “If you’ve already accumulated wealth, you’re a member of the upper K, and the reason you’re doing OK is because you almost […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.