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