Quarter end report – September 30, 2022
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 fear to keep us engaged. [...]
Market Update & Quarter end Review March 31, 2022
“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 their 2021 gains, the traditional hedge, bonds, supplied no respite from the Bear. The [...]
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 [...]