The MWA Report
Spring 2022
Dear Clients, Advisors and Friends,

I hope you and your loved ones are well, staying healthy and enjoying the warmth of Spring. While the markets have been volatile, it is important to remember that this brings opportunities, such as dollar-cost averaging, tax-loss harvesting and the occasion to reassess one's risk tolerance.  

In this Spring edition of our newsletter, you will find a case study, a brief note on newly proposed retirement legislation, and a quarterly economic commentary.
 
We encourage you to share this newsletter with anyone who may find it to be of value. Enjoy this latest edition.

Warm regards,
 
Bill
Case Study, Volume 120
Optimizing Retirement Income by Consolidating 401(k) Accounts
Baby Boomer with multiple 401(k) accounts
simplifies and maximizes retirement income
Bill's Brief
A Brief Note on SECURE Act 2.0
Securing a Strong Retirement Act, also known as SECURE Act 2.0, is expected to advance this year. The law would build upon the SECURE Act that was passed in 2019 by further helping Americans save for retirement. 
Quarterly Economic Commentary
First Quarter, 2022
From the years-long COVID pandemic and supply-chain shocks, to inflation and war, the world is an unpredictive place where events both abroad and home can have dramatic effects on financial markets. Unsettled times reinforce our belief in diversification as a sound investment strategy.  
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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