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 may be entering an era [...]
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 suggest we are not about to see [...]
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 businessman. Two years ago, Prince [...]
Attention Dog and Cat Owners (& Clients without pets)
Attention dog and cat owners: Petco is having a 30% off sale! If you happen to be in need of dog or cat food, or perhaps a new toy for your favorite pet friend, this might be a good time to consider checking out the Petco website. But before you do…… What does this notice have to do with your [...]
Is it China? Is it Oil Prices?
Is it China? Is it Oil Prices? Or maybe the short list of U.S. Presidential candidates is scaring the markets? Listening to financial and economic experts express bewilderment at world equity market weakness, which has dragged down the price quotation for many well known companies, I have, like them, been puzzling over the matter. With the US economy growing, shopping [...]
TFA’s Annual Video Report
Our Annual Report Video! Each year Trusted Financial Advisors hosts a luncheon for clients and Gary Miller, CFP provides an overview of portfolio performance and the economic outlook. If you would like to find out more about what it’s like to be a client of Trusted Financial please take a look at the video from this year’s event, held December 9, 2015. You may play the video by clicking on it.