The MWA Report
Fall 2020
Dear Clients and Friends,

This is a very interesting time for all of us and I hope you and your loved ones are well, staying healthy and finding new ways to stay active.

As I prepare this quarter’s edition of our client newsletter, we find ourselves just two weeks away from the presidential election. Former Vice President Biden backers say that he would bring economic stability, with a moderate trade policy and a big stimulus in 2021. Those wanting President Trump re-elected worry that Biden’s proposed tax policies would stifle growth. Whatever the outcome, we will be here to help you along the way.
 
In this edition, you’ll find our economic commentary, an important brief on Regulation Best Interest (“Reg BI”) and a review of Valmark’s annual meeting, which took place in Orlando earlier this month. Thank you for placing your trust in us.
 
Enjoy,
 
Bill
Economic Commentary
The government's fiscal and monetary response, positive trends in new COVID cases, and hopeful news about vaccines have allowed investors to look ahead towards a future of economic recovery.
Bill's Brief
The Securities and Exchange Commission adopted new rules on how Broker Dealers and their Registered Representatives must act with clients when making investment recommendations. These rules went into effect on June 30, 2020, helping better align the interests of brokers and those they serve.
Valmark 2020 Member Summit
In early October, Bill traveled to Orlando for Valmark Financial Group’s annual meeting of its Member Firms. The theme of this year’s meeting was “Bring the Golden Rule to Life.” Highlights of the meeting included unraveling a sea of tax and regulatory changes that could come about after the November election, looking at the future of life insurance products, implementing new investment strategies in today’s low interest rate environment and utilizing technology to scale a financial advisor's practice. 

This was a great few days of learning and connecting with friends. The theme of the golden rule resonates in everything we think, say and do here at Miller Wealth Advisors. We will continue to treat others as we would want to be treated.

Please keep in touch and let us know how recent events have impacted you, your family and your business. We look forward to speaking with you.
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


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Suite 306
Boca Raton, FL 33431
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