| 2008 | |||||
|---|---|---|---|---|---|
| July April January | |||||
| 2007 | 2006 | 2005 | 2004 | 2003 | 2002 |
| October July April February | December October July June April January | October July May April January | November September August July June May April March February | November October September July/August June May April March January | November October September July June May April March |
Prior to August 2002, author Gary Miller wrote Portfolio Notes as a Registered Investment Advisor Representative of Walker Financial Advisors, Mission Viejo, CA. Commencing September 2002 the name of the newsletter was changed to Trusted Advisor to reflect Gary Miller's changed status as principal of Trusted Financial Advisors.
