Recent news and insights from the team at Arlington Financial Advisors.

Arlington in the news.

May 2, 2023

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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…

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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…

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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…

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The State of the Economy, the State of the Markets

October 27, 2022

October 2022 By Arthur Swalley, CIMA® Partner Few times in recent history have presented such a dramatic difference between the real economy and the behavior of markets. Let’s examine the data to figure out if the widely predicted (and in some quarters, declared) recession is actually here.September economic reports show that on the job front,…

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October 6, 2022

A round of applause to Cody Makela, CFP®, partner, for being chosen and profiled by Pacific Coast Business Times as an up-and-coming business leader in this year’s “40 Under 40.” A ninth generation Santa Barbara resident, born and raised, whose family history dates back to the founding of the city, Cody joined Arlington Financial Advisors…

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Bear Market Update

July 8, 2022

June 2022 By Arthur Swalley, CIMA® Partner In April, we wrote about Short-Term Volatility vs. Long-Term Opportunity. Since that writing, we have certainly experienced the short-term volatility, with the S&P 500 index entering a bear market – down over -20% from its peak. What investors think of as safe havens were not, with the Barclay’s…

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Short Term Risk, Long Term Opportunity

May 9, 2022

April 2022 By Arthur Swalley, CIMA® Partner The first quarter of 2022 brought seemingly every major category of investment and headline risk to the forefront. Global stock and bond markets were challenged with interest rate risk, stock valuation risk, and inflation risk, with a topping of geopolitical risk (a European land war) adding to the…

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Investment Commentary Q1 2022 Why Does Diversification Work? 

February 2, 2022

Arthur G. Swalley, CIMA® – Director of Investments  Why Does Diversification Work?  The past two years in the capital markets are a textbook example of how diversification works. Being thoughtfully distributed among multiple asset classes has brought strong returns, without suffering the extreme volatility of each of those independently fluctuating asset classes.  More importantly, why…

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3rd Quarter Investment Commentary

November 10, 2021

“Transitory” Is A Dirty Word Arthur G. Swalley, CIMA® -Director of Investments After a mild July and August, stock market uncertainty ratcheted up in September as volatility rose. There was no “big event” trigger, but rather a series of smaller issues that came together to result in a 5% decline in the S&P 500 from…

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