Gary Miller

/Gary Miller

About Gary Miller

Gary has been continuously serving clients in the area of finance and investments for over 30 years. Currently he provides services to clients as a fee-only Certified Financial Planner® and manages their investments on a day to day basis.

What to know about Money-Market Funds

From the Wall Street Journal, “5 Things Investors Should Know About New Rules on Money-Market Funds – Brace for the possibility of fluctuating share prices and temporary blocks on redemptions” by Daisy Maxey, August 9, 2016

Investors in money-market funds should prepare now for extensive new rules in mid-October that promise to fundamentally […]

By | 2018-07-02T10:43:22-07:00 August 10th, 2016|Financial Commentary - Public|0 Comments

Brexit and You

After a constructive quarter for our clients, it appeared all would be undone as we neared quarter end and voters in the U.K. made the historic decision to back out of the European Union. Notables such as former Fed Chairman Alan Greenspan, former Treasury Secretary Lawrence Summers, George Soros and Bill Gross worried that we […]

By | 2018-07-02T10:43:22-07:00 July 7th, 2016|Financial Commentary - Public, Public|0 Comments

Quarter End Preview : Brexit and You?

Greetings, and here’s hoping you saw a great fireworks show on July 4th!

After a constructive quarter for our clients, it appeared all would be undone as we neared quarter-end and voters in the U.K. made the historic decision to back out of the European Union. Notables such as former Fed Chairman Alan Greenspan, former Treasury […]

Faith in US Stocks?

I wanted to share some charts that appeared in a recent Bloomberg.com article. They confirm my own experience in speaking with clients and prospective clients at this time: everyone is nervous and untrusting of the stock market. Fortunately, bear markets usually begin from a psychological place of extreme bullishness. So the emotional conditions […]

How could someone rich and famous like Prince die without a will?

From the Los Angeles Times: “Op-Ed: How could someone rich and famous like Prince die without a will? It’s not unusual. Just ask an estate lawyer” Jack B. Osborn, April 28, 2016

How could Prince die without a will?

He didn’t amass a $250-million estate just through exceptional musical talent. He was also a shrewd […]

By | 2018-07-02T10:43:22-07:00 May 2nd, 2016|Financial Commentary - Public|0 Comments