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.
May the In-force Be With You
Even conservative financial instruments like life insurance need to be monitored.
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.
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
2021 Mid-Year Review
S&P 500 has been steadily trending up all year and hasn’t been too far from all-time highs.
2020 Review: Economy Edition
Now that full-year GDP numbers are out I can finish the 2020 year-in-review series by taking a look at major economic indicators. Needless to say last year's economic datapoints will be massive outliers on long-term charts for years and decades to come.
2020 Review: Sectors, Stocks & International
Let's take a look at 2020 performance of the U.S. sectors and industries. Technology stocks had a banner year lead by semiconductors.
2020 Review: Significant Events and Major Asset Classes
Reviewing major stories of 2020 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.