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

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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Never a Dull Moment

February 8, 2021

2020 Fourth Quarter Investment Commentary By Arthur G. Swalley, CIMA®, Director of Investments Sharing a quarterly investment commentary has the advantage of being able to have some perspective on recent events, but the disadvantage of being overwhelmed by the sheer volume of them. Looking back over the end of 2020 and the first month of…

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How did 2020 work for your finances?

January 26, 2021

By Joseph R. Weiland, CFP®, Managing Partner How did 2020 work for your finances?  Was this a terrible year or was this a transformative year moving you closer to your goals?  While most people think that the answer depended upon what industry you work in, it is simpler than that.  The more important question is,…

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Choose your Financial Life.

October 1, 2020

Authored by Joseph R. Weiland, CFP ®, Managing Partner I have lived only one financial life.  I have coached and mentored hundreds and witnessed, with no knowledge of the details, thousands. There is a difference between living your financial life and seeing others live theirs.  While living our lives, we get caught up in our…

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