Home2021-07-15T15:54:24-07:00





Trusted Financial is now accepting clients!
Please contact us!
1-949-249-2057

Trusted Financial Advisors – Gary Miller: Certified Financial Planner®
serving Orange County, California and
investors throughout the United States.

Trusted Financial Advisors serves clients whose investment and retirement accounts total $2 million and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life.

We are authorities in the following services:

  • IRA Rollover
  • Financial Planning
  • Retirement Planning
  • Investment Advice
  • Wealth management
  • Portfolio management
  • Insurance needs analysis
  • Annuity review
  • Income tax analysis
  • Estate Plan analysis
  • Business planning

Why We Are Unique:

Few financial advisors match the depth and variety of our years of investment experience. We have advised people during market crashes, high inflation, soaring stock markets, wars, political uncertainty – you name it – over a 30 year span. We have direct experience in stocks, bonds, options, real estate, estate planning, financial analysis, corporate cash management and risk management.

Why We Are Proud:

We are proud of the strong relationship of trust we have developed with our current clients and urge sincerely interested prospective clients to speak with those we currently serve. Please contact us for references.

Why We Enjoy Our Work:

We enjoy being trusted by our clients. Our name is also our calling.

cfp logo


Investment Principles

We have learned through many years of investment experience that it is vital to have clearly articulated investment principles and to follow them.
READ MORE

Service & Fees

We offer two services: Investment Management and Financial Planning. First we define the financial planning assignment, then assemble our proposals.
READ MORE

Current Commentary

We relate the latest business news and how it is affecting our clients. We offer many helpful tips, advice for all investors including our valuable 2 cents.
READ MORE

Trusted Financial Advisors’ Latest Commentary

Year End Summary 2023

The major US and world stock indices had a volatile year in 2023, influenced by various factors such as the banking crisis, Federal Reserve Board policy, inflation, and geopolitical tensions. Here is a brief summary of their performance:

The capitalization weighted S&P 500 gained 24.2%, driven primarily by a handful of technology companies that came to be known as the “Magnificent Seven.”  The economic background, especially in the United States was supported by resilient consumer spending, an economy that avoided a recession, and steady corporate profits. Technology, communication services, and consumer discretionary stocks were the top-performing sectors, while utilities, healthcare, and consumer staples lagged. The Dow Jones Industrial Average rose 13.4%, reflecting the strength of the blue-chip companies. The technology index was boosted by the rebound of some of the worst-performing stocks of 2022, such as Nvidia, Amazon, Meta, Tesla and Apple.

Depending on how you want to define “the market” of stocks, client portfolios generally captured about half the return of the “equally weighted” S&P 500. [1]

The MSCI World Index, which tracks the performance of large and mid-cap stocks across 23 developed markets, increased 18.7%, outperforming the MSCI Emerging Markets Index, which rose 12.4%. The developed markets benefited from […]

By |January 16th, 2024|

Quarter End Report Sept 30, 2023

the Fed Board seems to be convinced that inflation must be stopped at all costs, so there is a good chance they will overshoot. Employment remains strong as does consumer spending. Resistance to inflationary price hikes appears to be absent. Therefore, I would not be surprised to see 10 Year T-bonds at 6%, even near 7% before the fever breaks.“

-Trusted Financial Quarterly report June 30, 2023

“Jamie Dimon says Americans are on an economic ‘sugar high’—and he’s urging clients to batten down the hatches and prepare for rates to hit 7%”

-Headline in Fortune Magazine online September 26, 2023

Mr. Dimon  gets the headline, but you heard it from me back in June:  at a time when many thought the Fed was done raising interest rates. I felt such optimism was premature then and continue to believe interest rates will track higher still. Endemic inflation is tough to kill, and the last time it was this persistent, it took historically high interest rates and a recession to wring it out of the system.  Recalling 1981 when I obtained a home mortgage in Irvine at 14%,  current interest rate levels are likely not yet high enough to bring inflation to the targeted 2% […]

By |October 2nd, 2023|
Go to Top