Cleveland Financial Advisor

About dmillet@thewestermangroup.com

David G. Millet, a financial advisor and investment advisor representative, has been helping his clients attain their preferred financial future since 1998. His diverse knowledge and experience in estate, wealth, retirement and financial planning, and his background in law enable him to evaluate each client’s unique situation objectively and analytically, enabling them to make well-informed decisions.

Market Pulse – March 2024

March 2024 and a 12-month Recap The stock market continued [...]

By dmillet@thewestermangroup.com|2024-04-10T11:07:06+00:00April 9th, 2024|Financial Resources|Comments Off

February 2024 Market Pulse

Financial markets once again logged a positive month, with the [...]

By dmillet@thewestermangroup.com|2024-03-15T20:36:07+00:00March 15th, 2024|Financial Resources|Comments Off

January 2024 Market Pulse

The new year started with a sell-off which quickly turned [...]

By dmillet@thewestermangroup.com|2024-02-14T17:26:20+00:00February 13th, 2024|Financial Resources|Comments Off

December Market Pulse and 2023 year in review

December had a strong follow-through from an equally strong November. [...]

By dmillet@thewestermangroup.com|2024-01-18T13:57:39+00:00January 18th, 2024|Financial Resources|Comments Off

November 2023 Market Pulse

After three months of declines, the market rallied in November, [...]

By dmillet@thewestermangroup.com|2023-12-10T22:35:17+00:00December 10th, 2023|Financial Resources|Comments Off

October 2023 Market Pulse

The market started the month moving higher but rolled over [...]

By dmillet@thewestermangroup.com|2023-11-09T16:15:03+00:00November 9th, 2023|Financial Resources|Comments Off

Market Pulse – September 2023 and Q3 Client Note

Markets declined in September for the second month in a [...]

By dmillet@thewestermangroup.com|2023-10-05T15:47:03+00:00October 5th, 2023|Financial Resources|Comments Off

Market Pulse – August 2023

After a string of positive months, the S&P declined 1.7% [...]

By dmillet@thewestermangroup.com|2023-09-12T14:32:46+00:00September 12th, 2023|Financial Resources|Comments Off

Market Pulse – July 2023

July was another positive month for risk assets, with the [...]

By dmillet@thewestermangroup.com|2023-08-09T19:59:19+00:00August 9th, 2023|Financial Resources|Comments Off

Market Pulse – June 2023

June was a productive month for risk assets with 454 [...]

By dmillet@thewestermangroup.com|2023-07-11T14:37:43+00:00July 11th, 2023|Financial Resources|Comments Off

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