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.
Fishing Lessons
Lessons learned while fishing apply to investing as well.
The $10,000 Puppy
There are financial costs to having pets and this is a good example.
In Good Company?
A town built by a company may be a thing of the past but a livelihood dependent on one industry still impacts many communities and lives.
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
2018 Review: Economy Edition
Despite market volatility, the economy remained on solid footing in 2018
2018 Review: International Edition
USA was the best house in a bad neighborhood while every foreign flavor had a negative return, after 2017 being a banner year across the board
2018 Review: Sectors & Stocks
Reviewing top performing sectors and stocks of 2018
2018 Review: Significant Events and Major Asset Classes
Reviewing major stories of 2018 and how they affected the major asset class performance
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.