Articles
These original articles are written by Dave Hamra and frequently appear in local publications. They are posted here to illustrate our philosophy and thinking.
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?
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
COVID Impact On Company Fundamentals
There were 38 companies in the S&P 500 with Q2 revenue decline of 50% or more. It makes sense that concerts, cruise operators, hotels/casinos, airlines and travel sites are heavily represented. There was very little activity in those areas in April, May and June. Energy sector is also featured prominently.
Arizona Vital Statistics With a COVID Twist
I've been following Arizona's COVID numbers very closely and decided to do some analysis on the state's baseline vital statistics to put this epidemic in perspective.
MARKET UPDATE 6/25/20
As this is being written, the wild ride for the stock market continues, although it is softened by the historically quick recovery from the market bottom of March 23.
Mid-year(ish) Market Review in a Global Pandemic
Now that the market has had a solid bounce off the bottom, I wanted to review where we stand.
Quarterly Economic And Market Reviews
Dave's quarterly reviews of markets, the economy and relevant current events. They include our thoughts on client portfolios and address timely planning issues.