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
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 […]
Wondering How It Happened?
Most of us share disgust at the events in DC this week even if we do not always agree on things political, economic or whatever. I recently read a book called “Like War” that illustrates how those who win the virality war on the internet tend to dominate real world events. There are foreign actors who now have a powerful influence on our national dialogue. This interview of the author summarizes the book and its revelations well. For me it was a real eye opener that explains the tone and anger that has emerged in the country. There are some mind blowing stories in this video. It lasts about an hour but you’ll get the gist fairly quickly.