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.
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?
Fishing Lessons
Lessons learned while fishing apply to investing as well.
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
2019 Review: Sectors, Stocks & International
Cyclical sectors had a banner year lead by semiconductors, broader tech and homebuilders. On the international front, Greece, Russia and China did best.
2019 Review: Significant Events and Major Asset Classes
Reviewing major stories of 2019 and how they affected the major asset class performance
Tucson Monsoon – 2019 Update
A quick Tucson monsoon update for 2019
Stocks vs. Bonds – Defensive Play Calling
We look at which bonds do best in stock market downturns. Higher quality (especially Treasuries) and longer maturity bonds are better at defense.
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.