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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
Correction for Chip related companies is Underway
The inevitable correction in technology was due and wild suggestions by politicians is the supposed excuse. I believe the secular growth of AI related tech stocks is unstoppable, and that while this correction may be uncomfortable for a few weeks, we are likely to find a positive resolution before year end.
7/18/24 – The Guardian: "Nasdaq losses deepen amid market jitters over US policy on chipmakers" by Dan Milmo and Jack Simpson
Analysts play down concerns and maintain confidence in AI boom after index’s worst day since December 2022
June 2024 Quarter End Report
As the chart below shows, this has been a good year, so far, for the broad Standard & Poor’s U.S. stock index. Driving this performance has been a handful of powerful technology issues. Absent these companies, the index’s rise would have been OK but nothing to get excited about.
Fortunately, most clients owned the technology darlings, like Nvidia, Microsoft and Apple either directly or through mutual funds.
Source: Bloomberg.com
Although I strive to be a value investor, a significant holding of companies trading at seemingly high price earnings ratios would seem to belie this moniker. The definition of what a “value” investment is has always been, in dispute. The companies that compose the U.S. stock market are far different than those of the 1930, ‘40’s, ‘50’s and even ‘60’s when Value investing was codified by the likes of Ben Graham and Warren Buffet. In those days, valuation was often based on dividend payout levels. Today, a time when technology dominates the indexes, few technology companies pay high dividends. The better ones have a high level of free cash flow or “cash flow yield.” This and other metrics like price to earnings price to […]