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 Stocks versus Reopening Basket
To analyze impact of major COVID developments, I created two baskets of stocks. Each is a simple equally-weighted 20-stock basket with 5% allocation to every company. I chose the stocks subjectively and tried to represent various "angles" of the COVID trade without having too many airlines, online retailers or medical plays.
Tucson Monsoon – 2020 Update
2020, true to form, gave us plenty to write home about on the weather front as well! Just a few unpleasant milestones from this summer in Tucson.
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.
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.