Trusted Financial is now accepting clients!
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1-949-249-2057
Trusted Financial Advisors – Gary Miller: Certified Financial Planner®
serving Orange County, California and
investors throughout the United States.
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.
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.
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Service & Fees
We offer two services: Investment Management and Financial Planning. First we define the financial planning assignment, then assemble our proposals.
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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.
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Trusted Financial Advisors’ Latest Commentary
June 2025 Quarterly Report
Daily gyrations of financial markets continued into the first quarter culminating in an apparent bottom for the S&P 500 stock index on April 7. This was followed by a dramatic turnaround that few anticipated, and few believed. There was so much “noise” amplifying the usual uncertainty that accompanies investing, that protecting client assets appeared the responsible thing to do. Thus, a large portion of your portfolio remained in purchased money market funds earning a respectable return of a little greater than a 4% annual rate.
Here is a three month “Heat Map” to show relative performance of individual stocks. The size of the square indicates its performance and of course the color green is for a positive return:
Source: Charles Schwab & Co, Inc.
Most Trusted Financial clients owned winners like Amazon, Microsoft, Nvidia and Meta which did well, but in many cases, I’d reduced the holding out of caution, before the turnaround. Apple and Google were weak. We abandoned Google, and I am doubtful about re-entering the position given that some 2/3 of its revenue and earnings come from web search, which is now being seriously challenged by competing artificial intelligence driven […]
Search is Changing
Artificial Intelligence versus web search…how things might change for companies:
July 5, 2025, Wall Street Journal, “The Companies Betting They Can Profit From Google Search’s Demise” by Katherine Blunt