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The MWA Report

Economic Commentary  US equities made modest gains in Q3 as markets distilled news of the US- China trade dispute, a second interest rate cut by the Fed and weak manufacturing data. Stocks in the financials, utilities and energy sectors gained the most. The healthcare sector was weaker, given its perceived political sensitivity. Corporate bonds also fared well, largely due to the Federal Reserve’s accommodative stance on interest rates.

Read Q3 Economic Commentary Here

Valmark Member Summit 2019 Bill and Jennifer traveled to Valmark’s Member Summit in Orlando earlier this month. The 3-day conference was jam-packed with the latest legislative, tax and product developments affecting the financial services industry. Valmark’s Chairman Larry J Rybka briefed us on the SEC’s Best Interest Rule and new CFP® Fiduciary Standard that will take effect in June 2020. Caleb Callahan, Valmark’s President and COO, shared his findings from the Tiberon CEO Summit, a gathering of industry executives who meet semi-annually to discuss the future of banking, insurance, brokerage and investment management businesses. One of the most interesting sessions this year was delivered by Michael Hall, an Executive Consultant at Culture Index, a company that helps business leaders understand the traits and behaviors of their people so they can optimize results.   We are excited to apply several new ideas from this conference and in turn improve on ways we can help serve you in the future.

Bill's Brief Should You Take That Pension Buyout? Faced with mounting pension costs and greater volatility, companies are increasingly offering their current and former employees a critical choice: Take a lump-sum payment now or hold on to their pension plan. Read Article Here

What's Happening With Our Team?

"This month I enjoyed participating in the food packing program of the Rotary Club Downtown Boca Raton. The program, called CHOW (Children's Health on the Weekend), provides meals to food-insecure families throughout Boca Raton. Just another example of the great work our club is doing to serve our community." - Bill Miller , Managing Partner

"My family looks forward to our summer vacation every year. While we typically head to the Florida Keys, this past summer we decided to do something different and travel to the Blue Ridge mountains in Georgia.  We spent time hiking, tubing, spotting deer, exploring orchards, enjoying the incredible scenery (which is so very different from Florida) and even made time to enjoy a few of the beautiful vineyards in Ellijay. It was a great reminder about the importance of spending time with family and going on new adventures together. We will definitely go back one day!" - Jennifer Power, Director of Financial Planning

"I am excited to say I am almost halfway through my MBA program at Florida Atlantic University. This past semester I completed Managerial Accounting, Financial Accounting, Marketing and Operations Management classes. I know that this program is giving me the tools to be successful throughout the entirety of my career." - 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.   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.

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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