Gary E. Miller

/Gary E Miller

About Gary E 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.

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 […]

By | 2021-03-12T11:22:11-08:00 March 12th, 2021|Financial Commentary - Public|0 Comments

The Economy and the Pandemic

This article confirms what I’m hearing anecdotally – people have been saving money during the Pandemic, with options for spending constrained. Meanwhile, our marvelous and ingenius people have found ways to work around Covid’s face-to-face constrictions and continue working and earning. Result: likely continued low interest rates and likely bull market […]

By | 2020-12-01T12:08:40-08:00 December 1st, 2020|Financial Commentary - Public|0 Comments