Category: Authored

14 posts categorized as "Authored"

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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CONGRATULATIONS CODY MAKELA, CFP®

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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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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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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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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The Gift of Self-Reliance

February 6, 2020

Authored by Joseph R. Weiland, CFP ®, Managing Partner I was at a party last evening with a group of fascinating people from varied backgrounds.  The conversation was lively, from art and architecture to jokes and tricks.  At one point, it came up that I am a Certified Financial Planner™ and one of the guests…

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