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.
We have learned through many years of investment experience that it is vital to have clearly articulated investment principles and to follow them.
Service & Fees
We offer two services: Investment Management and Financial Planning. First we define the financial planning assignment, then assemble our proposals.
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.
Report to clients for the quarter ending September 30, 2019
To date in 2019 equities have turned in their best performance for U.S. stock markets since 1997, quite an amazing result given a drumbeat of market-threatening news: tariff wars, major damage to Saudi oil production and likely impeachment hearings in the House of Representatives.
As this is written during the first week of October, economic stats are filtering in with the following worrisome messages:
- Manufacturing & construction activity in the USA is slowing
- The Farm economy has lost export markets and is slowing
- European, Chinese and Japanese economies are slowing
- Business confidence in the US is being hurt by the Trade War and political uncertainty
Given the string of bad news, it would be natural to expect a bear market to be well underway. Yet not only is there no such trend, many of our recommended holdings achieved new all-time price highs in September. Further, fixed income vehicles and funds have benefited from the determination of the Federal Reserve to manipulate interest rates as low as necessary to protect the current economic expansion, now a record ten years in duration.
Perhaps the reason markets are holding up is historically high […]