The MWA Report
Winter 2020
Economic Commentary

I hope you had a wonderful holiday season. In this edition of our economic commentary, I want to review the year that just ended and offer some perspective on the upcoming one. 

Volunteering In Jamaica with Valmark

In December, Bill and his son traveled to Jamaica to volunteer at an orphanage for disabled children. Valmark Financial Group has been sponsoring this annual mission trip for the past 17 years. Some may remember that Bill shared the experience with his daughter for three consecutive years when she was younger.

Bill's Brief
As we expected, The Setting Every Community Up for Retirement (SECURE) Act was signed into law last month and became effective January 1, 2020. The SECURE Act makes numerous changes to retirement planning as we know it. 
What's Happening With Our Team?

"On Christmas Day, my family participated in our annual meal delivery program for food insecure families in Palm Beach county. This annual giving project is made possible by my local rotary club. "

- Bill Miller , Managing Partner
"In November my husband and I celebrated our 20 th wedding anniversary. To celebrate, we took a trip to Colorado where we stayed in both Denver and Vail. This was the first time that either of us had been to Colorado, so we truly enjoyed the change of scenery and the chilly temperatures. We weren’t able to ski on this trip, but we hope to return in the near future with our children and spend more time in the mountains exploring some new cold weather sports. Luckily we were able to make a pit stop at Red Rocks Amphitheater, and have added seeing a concert there to our bucket list."

- Jennifer Power, Director of Financial Planning
"I was so happy that I could spend Thanksgiving back home in Buffalo, New York with my friends and family. Unfortunately, there was not any snow on the ground during my trip, but I did enjoy the brisk weather. There is nothing like being home for the holidays."

-Erica Purtill , Client Services Associate
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC
Investment Advisory Services offered through Valmark Advisers, Inc., a 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.  
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Miller Wealth Advisors
Office: 561-613-0130
Fax: 561-613-0128

1001 W. Yamato Rd
Suite 306
Boca Raton, FL 33431
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