Category: Uncategorized
12 posts categorized as "Uncategorized"
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…
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…
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…
Investment Commentary, COVID-19 Edition
March 4, 2020
By Arthur G. Swalley, CIMA®, founding partner and Director of Investments Over the past 10 days, US markets have come to the realization that COVID-19 is going to have substantial negative economic impact, resulting in a 13% decline in the S&P 500 index from the market peak, and a 4.6% rebound on March 2. Volatility…
2017 Market Review
April 28, 2018
At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors. The global equity…
What changes should you make to your financial plan based upon today’s markets?
March 27, 2018
The stock market is at an all-time high, interest rates are at historic lows and cap rates on investment properties are also low. Investors are searching for yield where ever they can find it and risky bond offering are being bought up as quickly as they are put to market. All this suggests that assets…
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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