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The MWA Report

Summer 2022

Dear Clients, Advisors and Friends,

I hope your summer is off to a great start. Whether you are enjoying the outdoors or taking in a good novel, it's the perfect time of year to rejuvenate yourself.

As you know, financial markets declined sharply during the first half of the year. The pandemic-era rally is now a distant memory for many stocks. Even safe haven investments like corporate bonds lost value as accelerated inflation and rising interest rates weighed on fixed income assets.

In this Summer edition of our newsletter, you will find our mid-year economic commentary, a case study about helping one of our clients reduce complexity in their finances, a brief update on the rise of hybrid long term care insurance, and a new section called "Community Impact Corner", where we plan to periodically spotlight a client who is making a difference in their community.


We encourage you to share this newsletter with family, friends and colleagues.


Warm regards,



Case Study, Volume 121

Restructuring Physicians' Assets Saves Time and Money

Physician couple with complicated layers of

assets benefits from integrated planning 

Case Study
Bill's Brief

Hybrid Long-Term Care Policies Do Double Duty

In this brief, we focus on the growing use of hybrid

policies to cover long term care expenses.

Bill's Brief

Quarterly Economic Commentary

Second Quarter, 2022

The markets closed out their most bruising first half of a year in

decades, fueled by accelerating inflation and rising interest rates. 

Economic Commentary

Community Impact Corner

“We make a living by what we get, but we make a life by what we give.”

-Winston Churchill

In this newest section of our newsletter, we plan to spotlight the good deeds that our clients are doing in their local communities. 

JARC Florida (formerly Jewish Association of Residential Care) in Boca Raton, provides group homes, apartments and vocational training for adults with intellectual and development disabilities. 

When Sachs Sax Caplan, a Boca Raton-based law firm, decided to go digital in mid-2021, it knew it would first need to safely dispose of all print materials, and the safest way to do so was shredding them. 

Peter Sachs, attorney and founding partner of the law firm, also felt there was a need for employment for individuals with intellectual and developmental disabilities. He presented the idea to the organization about creating a shredding department within one of JARC’s vocational training programs.

After a trial period, JARC recently launched its “Shred It and Forget It” program. To date the program has shredded more than 4000 lbs. of documents. JARC encourages other local businesses to participate in this partnership and help make a difference in the lives of these adults living with disabilities.

We applaud Sachs Sax Caplan for their vision, compassion, and commitment to making an impact in their community.

Check the background of your financial professional on FINRA's BrokerCheck

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. Unless otherwise noted, Valmark Securities, Inc. and Valmark Advisers, Inc. are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document. // 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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