Learn How We Make Investment Decisions

//Learn How We Make Investment Decisions

Over 30 years of active investment experience goes into the decisions we make for our managed account clients.  Here Gary E. Miller, CFP and Registered Investment Advisor (SEC) reveals some of his secrets.
 
 
 

A Tale of Ten Years

October 9, 2007: U.S. Equities reach all all-time high as housing slumps”

This could have been the headline. With hindsight, we know that over the following 18 months the U.S. and world economies entered one of the most perilous episodes in economic history. A liquidity crisis engulfed major money center banks, well known insurance giants […]

“Before the Advice, Check Out the Adviser”- Article

A Thorough and Comprehensive overview of the Balkanized world of financial advice that leaves consumers exposed to predatory practices.

Before the Advice, Check Out the Advisor

Let us use this occasion to underscore that Trusted Financial, in all its dealings acts as a Fiduciary, seeking to represent the needs of and best interests of its clients. We are a Registered Investment Advisor, which as discussed in this article must act as Fiduciary and we are Certified Financial Planners which also holds us to this high standard.

By | 2018-07-02T10:43:25-07:00 October 25th, 2014|Learn How We Make Investment Decisions|0 Comments