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.

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

Market Pulse – May 2023

May was a relatively calm month when compared to the [...]

By dmillet@thewestermangroup.com|2023-06-05T14:57:00+00:00June 5th, 2023|Financial Resources|Comments Off

April 2023 – Market Pulse

Following a turbulent March, a calmer April was quite welcoming. [...]

By dmillet@thewestermangroup.com|2023-05-08T22:54:31+00:00May 8th, 2023|Financial Resources|Comments Off

March 2023 – Market Pulse

Wow, what a month. After a down month in February, [...]

By dmillet@thewestermangroup.com|2023-04-07T12:33:45+00:00April 7th, 2023|Financial Resources|Comments Off

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