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


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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Do you have a financial advisor?

August 30, 2021

I had lunch today with a younger acquaintance of mine, let’s call him Jim. I have known Jim for a number of years, and he has always impressed me with his business acumen. At a young age, he has managed to put together a sizable, yet illiquid, net worth. He has an investment account managed…

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Up, Up and Away…

July 20, 2021

As the stock market continued its recovery from pandemic lows, the US economy started firing on all cylinders with a strong surge in consumer and business activity. The dynamics of the recovering economy, record levels of idle cash, and pent-up pandemic savings led to the Tuesday, July 6th Wall Street Journal front-page headline: “Individual Investors…

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Cody Makela named partner at Santa Barbara advisory firm Arlington Financial Advisors

May 13, 2021

SANTA BARBARA, California – Arlington Financial Advisors, an independent financial advisory firm located in the heart of Santa Barbara, has named standout financial planner Cody Makela as partner. Makela joined Arlington Financial Advisors in February, 2015, and has excelled at helping clients plan, analyze and implement solutions that improve their financial lives. As partner, Makela…

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