Trusted Financial’ s Year End Review 2021
For 2021, U.S. stock markets were up about 19% to 27% depending upon which index is chosen for measure. The Standard & Poor’s Index notched seventy new all-time highs during 2021. Strength centered on well- known Big Technology names and integrated circuit (“chip”) companies, as well as oil and gas producers. Our energy transportation holdings also did well. Globally, equities [...]
Year-end client update!
Clients who were unable to attend our annual Holiday luncheon are invited to watch and listen Gary Miller's presentation from December 9, 2021 https://youtu.be/7RB0urAQJIA
Quarter end report – Sept. 30, 2021
Gary Miller reports to his clients for the Quarter-End of Sept. 30, 2021. Excerpt: "Markets are higher for the year, and I remain confident in the potential for client holdings, but attention to signs of danger are always to be considered, and there are plenty."
Market Update August 20, 2021
Market Update August 20, 2021 Despite a wave of bad news, especially headline risk for leading Technology giants like Google, Facebook and Amazon, the broader indexes have managed to advance to record highs. Let’s summarize a few of the worries: Reduced stimulus by the Fed: Recalling the bond market swoon in 2013 (AKA “Taper Tantrum”), when Ben Bernanke’s Fed sought [...]
Quarterly Report and Mid-Year Outlook – 6/30/21
Year -to- date has been a joy for equity investors, thanks largely to the promise of a reopened economy. The Standard & Poor’s 500 is up 15.25%, and value stocks have outperformed growth, up 17.03% vs 14.60%, according to the Morningstar advisory service. READ MORE
Quarter end Report March 31, 2021
Quarter end Report March 31, 2021 The first quarter of 2021 saw a decided turn from a “pandemic mentality” to re-opening euphoria. Elders in most states were told they were first in line for one of the two approved Covid-19 vaccines but found frustration in trying to get access. Thankfully, by mid-February, it became clear that cases and deaths from [...]