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 […]
Not too long ago, we experienced many years of a “Goldilocks” economy: interest rates were low and were kept low while equity markets enjoyed seemingly endless expansion. Now, when you turn on a financial news channel or read a financial periodical, all is doom and gloom. Even in the best of times, financial journalists use […]
“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 […]
Clients who were unable to attend our annual Holiday luncheon are invited to watch and listen Gary Miller’s presentation from December 9, 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
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:
As Certified Financial Planners (CFP)®, we serve clients whose investment and retirement accounts total $500,000 and greater and who are looking to delegate investment decision making so they may […]
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