Quarterly analysis and timely information
We provide our clients with quarterly updates and information about different aspects of personal finance and investment planning. Below are samples of our most recent Miller Advisory.

Fourth Quarter, 2008>
Recovery on the Horizon
Emotional Rollercoaster
Tax Planning

Third Quarter, 2008>
Presidential Investments
Overseas Charity
Your Money

Second Quarter, 2008>
Financial Market Update
U.S. Economic Outlook
Five Things You Need to Know to Ride Out a Volatile Market

First Quarter, 2008>
Investing in Today’s Global Market
IRA Contribution Limits
What Should the Individual Investor Do?

Fourth Quarter, 2007>
Equity Market Outlook
The Cost of Waiting
In the News

Third Quarter, 2007>
Understanding the Alternative Minimum Tax
Borrowing from Your 401K
New Financial Aid Tool

Watch our Smart Money video features from the PBS series About the Money with Christine Chen.

Divorce and Money

Money and Relationships

Financial Planning and Health Care

Buying Vacation Property

Avoid Drowning in Holiday Debt

Year-end Planning

Renting vs. Buying a Home

Ten rules for achieving financial strength
Setting goals, taking risks with your money and understanding the financial implications of a career change are three ways to take control of your finances.

Learn our rules for creating, protecting and preserving your wealth.