Yes, it is true, Congress found some common ground and accomplished something that is (mostly) beneficial to taxpayers. Just before ringing in the new year, President Biden signed a new bill into law, known as SECURE 2.0. SECURE 2.0 brings significant changes to retirement accounts, many of which will affect our clients and their finances. […]
These original articles are written by Dave Hamra and frequently appear in local publications. They are posted here to illustrate our philosophy and thinking.
May the In-force Be With You
Even conservative financial instruments like life insurance need to be monitored.
DEJA VU ALL OVER AGAIN
The strong US stock market has led to a number of developments which are of concern to any seasoned market participant. And we have been here many times before.
Basic, But Not Simple
Universal basic income (UBI) is a concept attracting support ranging from political candidates to tech billionaires.
Where There’s FIRE, There’s Smoke
Is FIRE, Financial Independence, Retire Early, a good idea?
Lessons learned while fishing apply to investing as well.
The $10,000 Puppy
There are financial costs to having pets and this is a good example.
In Good Company?
A town built by a company may be a thing of the past but a livelihood dependent on one industry still impacts many communities and lives.
New Planning Project
New Financial Planning Firm Launched Traditional Firms Fear Disruption For Immediate Release on April 1, 2018; Contact 520-615-BOZO (2696) Gordian Advisors, a fee-only comprehensive financial planning firm in Tucson, Arizona, today announced the formation of a wholly-owned subsidiary, Clown Car Advisors (CCA). The inspiration for CCA came from a Gordian Advisors client who wondered why […]
The recent market upheaval was difficult for nearly all stock investors but one popular strategy had disastrous results. The “low volatility” strategy wagered that the smooth ups and downs the market had enjoyed for the last couple of years would continue. As volatility went through the roof overnight, several funds that were dedicated to this […]