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Archive for June 2016

How should investors react to Brexit? A Nashville financial adviser weighs in

By David Adams | June 28, 2016 | 0

David weighs in on how investors should react to Brexit. Click photo to read his column.

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We Are Finalists for Nashville Business Journal’s 2016 Small Business Award

By David Adams | June 28, 2016 | 0

We are pleased to announce that we are a finalist for this year’s Small Business of the Year Awards. Click the photo to find out what other businesses made the cut!

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5 financial tips for musicians- Nashville Business Journal by David Adams

By David Adams | June 9, 2016 | 0

In town for ‪‎CMA Fest 2016‬ to find your big break? Read David Adams’ guest column post on Nashville Business Journal for tips while you wait (Just click image)  

Read More

Recent Posts

  • Meet the Team at David Adams Wealth Group
  • What is the 4% Withdrawal Rule?
  • What the Investment Committee is Watching This Week
  • What the Investment Committee is Watching in the Fixed Income Space
  • How to Allocate Money for a Serious Hobby

Archives

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DAVID ADAMS WEALTH GROUP, LLC

DAVID ADAMS WEALTH GROUP, LLC

2905 12th Avenue South | #108 | Nashville, TN 37204
Phone: 615-435-3644 | Fax: 615-435-3931

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. Contact your local Raymond James office for information and availability. RJ Corporate Privacy Notice.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP® holders at David Adams Wealth Group are: David Adams, Myles Zueger, Carson Odom, and Spencer Provow

CPA holders at David Adams Wealth Group are: David Adams, Carson Odom, and Christine Kinsley
Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.

Forbes2021Best-inStateWealthAdvisorsNew-cropped

2021 FORBES Best-In-State Wealth Advisor, David Adams, The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

David Adams Wealth Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

The running stock ticker is not a recommendation to buy or sell stocks of the companies pictured.

Raymond James is not affiliation and does not endorse the above-mentioned organizations.

rjfootertext

DAVID ADAMS WEALTH GROUP, LLC

2905 12th Avenue South | #108 | Nashville, TN 37204
Phone: 615-435-3644 | Fax: 615-435-3931

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. Contact your local Raymond James office for information and availability. RJ Corporate Privacy Notice.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP® holders at David Adams Wealth Group are: David Adams, Myles Zueger, Carson Odom, and Spencer Provow

CPA holders at David Adams Wealth Group are: David Adams, Carson Odom, and Christine Kinsley
Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.

Forbes2021Best-inStateWealthAdvisorsNew-cropped

2021 FORBES Best-In-State Wealth Advisor, David Adams, The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

David Adams Wealth Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

The running stock ticker is not a recommendation to buy or sell stocks of the companies pictured.

Raymond James is not affiliation and does not endorse the above-mentioned organizations.

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