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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.

New Year, New Law
Yes, it is true, Congress found some common ground and accomplished something that is (mostly) beneficial to taxpayers. Just before ringing in the new year, President Biden signed a new bill into law, known as SECURE 2.0. SECURE 2.0 brings significant changes to retirement accounts, many of which will affect our clients and their finances. Before looking at the new…
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.
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Plan By Numbers Blog

Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.

FDIC – KEEPING YOUR CASH SAFE
As a follow up to Denis’ article about cash, and in light of the recent news involving bank failures, we thought it would be prudent to review how the Federal Deposit Insurance Corporation (FDIC) works and what it covers. The FDIC is an independent agency that was established by Congress with the goal of “maintaining stability and public confidence in…
Why Not Just Stay Safe In Cash at 5%?
With minimal effort, we can get you a 4.5% in a money market fund or 5% on a 3 month CD. Where things get trickier is when people ask "why don't I dump all my stocks/bonds and sit in cash at 5% until the market feels safe"?
2022 Review: Economy Edition
In 2022 employment remained tight, inflation was sky high, economy grew moderately and housing took a turn for the worse.
2022 Review: Sectors, Stocks & International
Former darlings in Internet, Consumer Discretionary, Semis and Retail all declined over 30% last year. Tech, homebuilders and real estate didn't do much better. The stars of 2022 sector show were energy stocks with XLE up 64%!
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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.

2022

Fourth Quarter 2022 Review
THIRD QUARTER 2022 REVIEW
SECOND QUARTER 2022 REVIEW
FIRST QUARTER 2022 REVIEW

2021

FOURTH QUARTER 2021 REVIEW
THIRD QUARTER 2021 REVIEW
SECOND QUARTER 2021 REVIEW
FIRST QUARTER 2021 REVIEW

2020

FOURTH QUARTER 2020 REVIEW
THIRD QUARTER 2020 REVIEW
Second Quarter 2020 Review
First Quarter 2020 Review

2019

FOURTH QUARTER 2019 REVIEW
Third Quarter 2019 Review
Second Quarter 2019 Review
First Quarter 2019 Review
View And Search All Quarterly Reviews
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Gordian Advisors Financial Planner

Office: 2200 E. River Rd., Suite 109, Tucson, AZ 85718

Phone: 520-615-2779

Email: info@gordianadvisors.com

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Gordian Advisors may only transact business or render personalized investment advice in those states where we are registered, or have filed notice, or are otherwise excluded or exempted from registration requirements. Material discussed is meant for general illustration and/or informational purposes only, and is not to be construed as investment advice. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Although this information has been gathered from sources believed to be reliable, please note that individual situations may vary. Therefore, any information should be relied upon only when coordinated with individual professional advice.