The MWA Report
Winter 2022
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Dear Clients and Friends,
As we turn the page to another year, the fast-spreading Omicron variant continues to test our resolve. While there’s some speculation that the Omicron variant could mark the end of Covid-19 as a global pandemic, the World Health Organization is sounding a warning that additional variants are almost certainly on the way. Now is a good time to heed the advice of John Quincy Adams, “Patience and perseverance have a magical effect before which difficulties disappear and obstacles vanish.”
With persisting global supply chain issues, prices for consumers have been rising. However, reports are showing some relief on shipments of goods, which should help alleviate inflation over time.
In this winter edition of our newsletter, you will find a brief note on ways to minimize stock market risk, our quarterly economic commentary, our 2022 Tax Reference Guide, and a special announcement about our latest addition to our team, Hector Silvestre.
We hope you gain valuable insights from the content in this newsletter and, as always, welcome your feedback.
Happy New Year,
Bill
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A Brief Note on Mitigating Stock Market Risk
In this brief, we focus on two risk management tools to better tailor the risk and reward balance for investor needs.
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Quarterly Economic Commentary |
Fourth Quarter, 2021
Major events this quarter were the emergence of the Omicron variant, more clarity from the Federal Reserve on a plan to reduce stimulus, the passage of the Infrastructure and Jobs Act, shelving of the Build Back Better plan, and continued high inflation.
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We have included our 2022 Tax Reference Guide in hopes that it may be a valuable resource for you during the remainder of this tax season and throughout the year. |
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What's Happening With Our Team? |
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Hector Silvestre, Operations Specialist
It is with great pleasure that we welcome our newest team member. Hector Silvestre brings over 20 years of financial services experience, having worked at firms including Wells Fargo Advisors, and most recently, Oppenheimer. He holds his Series 7 securities registration and Florida Life and Health Insurance license. Hector graduated from Rutgers University in 1999 with a BA in Economics.
Hector has been in the South Florida community since 2016 and has joined the firm to help clients achieve their financial goals. In his spare time, Hector enjoys running outdoors and traveling with his wife Elsy.
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“During the holiday season, I traveled to Asheville, NC with my family. These pictures capture a couple of highlights from our trip, including hiking two trails along the Blue Ridge Parkway and a morning horseback ride along the grounds of the famous Biltmore Hotel. As you can see, the cool temperatures in late December did not deter us from enjoying the outdoors.”
- Bill Miller, Managing Partner
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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC // Investment Advisory Services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor 130 Springside Drive, Suite 300, Akron, OH 44333 Tel 800-765-5201
Miller Wealth Advisors, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. // CONFIDENTIALITY NOTICE. Information contained in this email to the named addressee is confidential. If the recipient of this email is not the named addressee, the recipient should immediately notify the sender and destroy the information transmitted without making a copy or distribution thereof.
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Office: 561-613-0130
Fax: 561-613-0128
1001 W. Yamato Rd
Suite 306
Boca Raton, FL 33431
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