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.
Year End Report to Clients for the period ended December 31, 2018
Most investors are glad the year 2018 is past. It was one of the most volatile in a decade, and some believe we have seen the end to a historic ten-year bull market that rose Phoenix-like from the panicked days of the Great Recession of 2007 – 2009. Equities, whether U.S. or international offered no place to hide, particularly in the last quarter:
This year’s 5.63% loss for the Dow Jones Industrial Average was not extreme when compared to bear markets, but in the context of a strong ten-year record, it came as a jolt.
There was no one identifiable catalyst for this broad sell off. True, leading indicators suggest a slowing world economy, but “slowing” is not the same as contracting, the definition of a recession. Unemployment, especially in the USA is at historic lows, and consumers appear to be confident and out buying, dining and enjoying rising wages. It seems things should be booming, but perhaps the boom has already been priced into the […]