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.

November 2020 Market Pulse – A Tale of Two Markets

OVERVIEW We hope you had a nice Thanksgiving holiday. November [...]

By dmillet@thewestermangroup.com|2020-12-07T20:09:14+00:00December 7th, 2020|Financial Resources|Comments Off

2020 Tax Reference Guide

Linked below is a handy, printable 2020 Tax Reference Guide. [...]

By dmillet@thewestermangroup.com|2020-11-20T16:08:21+00:00November 20th, 2020|Financial Resources|Comments Off

Market Pulse – October 2020

October is traditionally the most volatile month of the year, [...]

By dmillet@thewestermangroup.com|2020-11-02T18:42:28+00:00November 2nd, 2020|Financial Resources|Comments Off

Market Pulse – Q3 2020

The Third Quarter 2020 saw a continuation of improvement in [...]

By dmillet@thewestermangroup.com|2020-10-09T15:32:57+00:00October 9th, 2020|Financial Resources|Comments Off

Market Pulse – Mid Third Quarter Update

We hope you have been enjoying the summer months, spending [...]

By dmillet@thewestermangroup.com|2020-08-18T12:26:28+00:00August 17th, 2020|Financial Resources|Comments Off

July 2020 – Market Pulse

During the first full trading week of the second half [...]

By dmillet@thewestermangroup.com|2020-07-13T23:55:30+00:00July 13th, 2020|Financial Resources|Comments Off

Fourth Quarter 2017 – Market Commentary

Fourth Quarter 2017 Securities Markets Commentary Index Performance and Analysis [...]

By dmillet@thewestermangroup.com|2018-02-20T13:39:11+00:00February 20th, 2018|Financial Resources|Comments Off

Third Quarter 2017 – Market Commentary

The stock market continued its slow, steady climb to new [...]

By dmillet@thewestermangroup.com|2018-06-18T12:35:12+00:00October 18th, 2017|Financial Resources|Comments Off

Second Quarter 2017 – Market Commentary

Index Performance and Analysis The first half of 2017 finished [...]

By dmillet@thewestermangroup.com|2018-06-18T12:35:41+00:00June 18th, 2017|Financial Resources|Comments Off

First Quarter 2017 – Market Commentary

Index Performance and Analysis The first quarter of 2017 saw [...]

By dmillet@thewestermangroup.com|2018-06-18T12:34:41+00:00April 18th, 2017|Financial Resources|Comments Off

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