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 Planning Project
All Shares Are Not Equal
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
Investment Management Fees Under The New Tax Law
2017 Review: Economy Edition
2017 Review: International Edition
Tax Reform Summary
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.