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Recent news and insights from the team at Arlington Financial Advisors.
Alternative Investments ESG – History and Opportunity
May 16, 2024
By Arthur G. Swalley, CIMA®, Partner, Director of Investments Principle-based investing has a history stretching back at least to the early 1970’s, when the District of Columbia’s public employee pension plan wanted to hire the Capital Group from Los Angeles to manage their funds. Capital Group’s main fund, the hugely successful and popular Investment Company…
Dianne Duva named managing partner at Arlington Financial Advisors
February 21, 2024
SANTA BARBARA, California – Certified Financial Planner Dianne Duva, a founding partner of the wealth management firm Arlington Financial Advisors in Santa Barbara, has been named the company’s new managing partner. A graduate of The George Washington University in Washington, D.C., Duva has worked at Arlington Financial Advisors since the firm launched in 2010. She advises high-net-worth families, business…
The Road to One Billion Dollars-One client at a time.
February 8, 2024
By Joseph R. Weiland, CFP, Managing Partner In the last month, Arlington Financial Advisors has crossed One Billion Dollars of client assets under advice. This is something that we as a firm are very proud of. Each one of those dollars is owned by an individual. Each of our clients has entrusted a portion—usually all…
Quarterly Investment Review, January 2024 Volatility and the Markets
February 8, 2024
By Arthur G. Swalley, CIMA®, Partner, Director of Investments Markets closed 2023 with historically strong performance. US stocks mostly erased 2022’s losses. Bonds closed the year up on the back of a 5% rally in November and December but were unable to recoup 2022’s losses. The fall rally was touched off by Federal Reserve Chairman…
Volatility and the Markets 3rd Quarter 2023
October 31, 2023
By Arthur G. Swalley, CIMA, Partner 2023’s third quarter saw a retreat across markets after the significant run-up of the year’s first half. The most prominent technology companies of the S&P 500, known as the “Magnificent Seven,” made up the great majority of the index’s 13.2% gain for 2023 so far; comparatively, the Dow Jones…
Inflation & Interest Rates – Expectations vs Reality
August 15, 2023
By Arthur G. Swalley, CIMA, Partner 2nd Quarter 2023 The first half of 2023 was highlighted by a substantial rally in risk assets, despite a mini bank crisis and a year’s worth of negative prognostications about an impending recession. On July 12th, the Bureau of Labor Statistics reported that the consumer price index rose just…
Preparing for Summer
April 5, 2023
Arthur G. Swalley, CIMA®- Partner- Director of Investments Legendary investor Warren Buffett is famous for saying “Only when the tide goes out do you discover who’s been swimming naked.” Today, the “tide going out” is the rapid rise in interest rates which the Federal Reserve has implemented to combat inflation. When combined with leverage, the…
The Most Anticipated Recession in History, Coming From a Media Outlet Near You
March 13, 2023
Arthur G. Swalley, CIMA®- Partner, Director of Investments Let’s dive right in to where our economy stands today. GDP growth for the fourth quarter 2022 was 2.9%. The January labor market report showed nonfarm payrolls rising significantly, adding 517,000 jobs (vs. expectations of 189,000). The unemployment rate fell to a 50-year low of 3.4% in…
Goldrush
December 30, 2022
Joseph R Weiland, CRP®, Managing Partner In 1849 the state of California became populated by people that rushed to the state’s goldmines in the Sierra Foothills. There was news of gold in the hills and the gold fever caused them to walk away from current work, families, and lives to chase the dream of riches. They were…