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.
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
First Quarter Report – 2019
As of 3/31/2019
Mirror Image
We’ve just completed a very good three-month period for investors in liquid assets, one of the best quarters for equities in a decade and a healthy rebound for the bond market as well. This quarter was a mirror image of the prior quarter, which saw the markets briefly drop 20% before a recovery began. The chart below, courtesy of www.wsj.com also illustrates how serious was the decline during the last three months of 2018, the worst in about six years.
Source www.wsj.com March 30, 2019
In last quarter’s review, we indicated puzzlement at the swoon, because economic indicators, especially the high level of employment did not seem to support the sudden downturn of investor sentiment. We reminded clients of the necessity of portfolio diversification. As a reaction to the decline we did shave some equity holdings and increased the allocation to fixed income or “cash”. We were not alone. According to the Investment Company Institute, on a US dollar–denominated basis, equity fund assets decreased by 12.4 percent to $19.92 trillion at the end of the fourth […]