Two Minute Tour of Trusted Financial Advisors
Please watch this two minute tour of Trusted Financial Advisors.
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 […]
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.
A JPMorgan Whistle-Blower
Trusted Financial’s principal, Gary Miller was employed by the brokerage industry for 17 years. He voted with his feet, leaving a major Wall Street firm at the end of 2000, in part because he felt it was difficult to work in the best interest of his clients in that environment. The following article appears to […]
TFA – Quarter End Report, Sept. 30, 2015
Since “going independent”, that is, changing my relationship with clients from that of “broker” to that of a fee-only investment adviser, in January 2001, the stated objective for Balanced/Value accounts has been to “capture” most of the total returns available from U.S. stocks and with less risk. As shown below, this has been fully achieved […]
Residential Real Estate: a Questionable Investment
The bursting of the real estate bubble during the Great Recession educated many investors: real estate is just another investment. Real estate, particularly rental real estate, is a Christmas tree promising lots of gifts…for those who sell, service, charge fees and tax property! When stripped of the hype that is churned out by local and […]
EPA Assessments of Potential Impacts of Hydraulic Fracking
U.S. Environmental Protection Agency unable to find link between hydraulic fracturing of shale oil formations and ground water contamination:
“EPA: Assessment of the Potential Impacts of Hydraulic Fracturing for Oil and Gas on Drinking Water Resources – Executive Summary”
EPA – US Environmental Protection Agency | External Review Draft – June 2015Since the early 2000s, oil and […]
A Cold Wind in August – 2015
Over this past weekend, I shared a special report with clients, discussing with some detail their current holdings and explaining our approach during this time of equity (stock) market correction. Below is an edited version for use by the public:
The US is basically being pulled down by the rest of the globe, in particular the […]
A Cold Wind in August – 2015
I thought you might like to hear from your money manager given this past week’s accelerating equity sell-off. First, it is a remarkable testimony to the maturity of our clients that not a single one of you called me in panic or distress. Still, it would only be natural to feel some discomfort, so I […]
Mid-Quarter Update – August 2015
Bow Wowwwww! They don’t call it the “Dog Days” for nothing. Imagine being a pooch in summer, wrapped in a fur coat in the days before air conditioning? This pretty much describes the behavior of most stocks during the summer. Trader’s desks are empty, clients are enjoying the beach, or cruising in their yachts (big […]