As we entered the second quarter, investors were spooked by an ongoing rescue of smaller banks after suffering "runs." Since one of these, Silicon Valley Bank (SVB) held liquid assets for start-up technology companies as well as the financiers who invest in these ventures, the government decided that these were […]
Most clients of Trusted Financial will open their monthly statement and find a bit of relief as a stock market rally ignored a potential meltdown for banks. Still, there seemed to be plenty of investors trying to call a bottom to the bear market. Some Media pundits are now declaring that a new bull […]
NOTE: This report is highlighted with screen shots from the live presentation given to clients who were at our annual Client Holiday Luncheon back in early December. Graphs and stats have been updated where appropriate.
Greetings to All and Happy New Year!
As the photo below suggests, Santa delivered a […]
“Over forty years ago the country was experiencing high inflation, eating away at the well being of families and especially of retirees.
Economist Milton Friedman explains the cause of inflation in a brief video that is just as relevant today as it was decades ago.”
“Losing 5% was the Best you could do in Stocks and Bonds this quarter” Headline on Bloomberg.com March 31, 2022
It was not a fun quarter in which to be responsible for people’s investments. While equities, especially high flying tech stocks, were surrendering back much of […]
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 […]
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
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:
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
Preferred stocks are an often ignored corner of the investment world. The author was alerted to them in the early 1990s when, for a time, I worked in corporate cash management...READ MORE