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.
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.
Highlights of the Recent Government Actions in Response to Coronavirus
On Friday, March 25 the $2 trillion "Coronavirus Aid, Relief, and Economic Security Act" (H.R. 748) also known as the CARES Act was signed into law. Below is a summary of what it and other recent government actions mean to our clients.
Another Update About Market Turbulence
As the Coronavirus escalates and there are major developments every day, we want to stay in touch with you as much as possible. Of course, we are monitoring those developments and keeping your long-term interests at heart.
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.