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.
Stocks vs. Bonds – Defensive Play Calling
We look at which bonds do best in stock market downturns. Higher quality (especially Treasuries) and longer maturity bonds are better at defense.
Stocks vs. Bonds – Offense & Defense
Comparing stocks with bonds and how they act relative to each other to offer better investing outcomes
2019 Mid-Year Review
Some observations from my performance spreadsheets on how things are going year-to-date in various investment areas
Reviewing Market Fundamentals
Despite swings in sentiment market fundamentals remain strong, but is there room for further improvement?
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.