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.
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 his financial planners were driving…
Preservation??!!
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 strategy, and incorporated low volatility…
All Shares Are Not Equal
Mutual fund costs and the voting rights of individual stocks can be important considerations for investors
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
Investment Management Fees Under The New Tax Law
Reviewing strategies to preserve some of the investment fees deduction under the new tax law
2017 Review: Economy Edition
The economy finished 2017 on solid footing, tax reform to add more "oomph"
2017 Review: International Edition
Emerging and Frontier Markets led to the upside in 2017, except Russian & Venezuela that is
Tax Reform Summary
On December 22, 2017 President Trump singed “Tax Cuts and Jobs Act of 2017” overhauling the nation’s tax code. Here are some highlights that will impact many of you.
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.