Quarter-end Report 3-31-23
Coco Nuts! Most clients of Trusted Financial will open their monthly statement and find a bit of relief as a stock market rally ignored a potential meltdown for banks. Still, there seemed to be plenty of investors trying to call a bottom to the bear market. Some Media pundits are now declaring that a new bull market is at hand. [...]
Year-end Review 2022
Gary Miller / Trusted Financial 2022 Review NOTE: This report is highlighted with screen shots from the live presentation given to clients who were at our annual Client Holiday Luncheon back in early December. Graphs and stats have been updated where appropriate. Greetings to All and Happy New Year! As the photo below suggests, Santa delivered a not-too-pleasant year for [...]
Quarter end report – September 30, 2022
Not too long ago, we experienced many years of a “Goldilocks” economy: interest rates were low and were kept low while equity markets enjoyed seemingly endless expansion. Now, when you turn on a financial news channel or read a financial periodical, all is doom and gloom. Even in the best of times, financial journalists use fear to keep us engaged. [...]
Market Update & Quarter end Review March 31, 2022
“Losing 5% was the Best you could do in Stocks and Bonds this quarter” Headline on Bloomberg.com March 31, 2022 It was not a fun quarter in which to be responsible for people’s investments. While equities, especially high flying tech stocks, were surrendering back much of their 2021 gains, the traditional hedge, bonds, supplied no respite from the Bear. The [...]
Trusted Financial’ s Year End Review 2021
For 2021, U.S. stock markets were up about 19% to 27% depending upon which index is chosen for measure. The Standard & Poor’s Index notched seventy new all-time highs during 2021. Strength centered on well- known Big Technology names and integrated circuit (“chip”) companies, as well as oil and gas producers. Our energy transportation holdings also did well. Globally, equities [...]
Year-end client update!
Clients who were unable to attend our annual Holiday luncheon are invited to watch and listen Gary Miller's presentation from December 9, 2021 https://youtu.be/7RB0urAQJIA