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
Portfolio Update 3/6/21
Portfolio Update
March 6, 2021
Over the last few trading sessions, I advised exiting or reducing four profitable holdings found in “Active” client accounts. These were Equinix (EQIX), American Tower (AMT), Zoetis (ZTS) and Adobe (ADBE). These are companies in relatively unrelated industries, with attractive fundamentals for the long term.
The selloff appears puzzling: with optimism around plummeting cases of Covid 19, such a sell off does not appear to make sense. Happy Days are (almost) Here Again, right? The selloff so far is focused on tech stocks that were boosted by the “Stay-at-home” economy, but others appear vulnerable as well. Money seems to be rotating out of such names and into Covid Recovery names. Another, perhaps stronger force also appears to be at work. the so-called “Bond Vigilantes” have ridden into town, unhappy with an enormous new spending plan that will balloon our nation’s debt burden without question. The government will be funding this with a firehose of Treasury bond offers. Investors are suspicious, especially those who believe no government can fund itself by borrowing forever. Rising interest rates are challenging for stocks because bonds, considered […]
Quarter end December 31, 2020
It’s a Wrap…2020, the year of the long term investor
While it is popular to dismiss 2020 as a terrible year, stock and bond investors who refused to panic can celebrate better than average portfolio gains. If one chooses to focus on the negatives, 2020 felt as though we were living through a dystopian movie: the death of a beloved basketball star, the sudden appearance of a pandemic that nearly shut down the economy, hospitals faltering under the weight of a plague, racial unrest, democracy under assault and…perhaps worst of all, a shortage of toilet paper! A sudden plunge in the stock market in March shocked those who had been lulled by record high employment and reassuring economic indicators. When investors suddenly began paying attention to a rapid spread of Covid-19 cases in the United States and Europe, the Standard & Poor’s 500 index gave back about 1/3 of its value in just five trading sessions! Liquidity began to dry up and money market funds were under liquidation stress, a haunting reminder of the financial meltdown of late 2008. Global markets briefly fell […]