In this week’s show, David discusses four things that matter to investors – asset allocation, diversification, rebalancing, and staying in the market. Special guest, health expert, Christi Bowling, talks about the importance of healthy living and eating. Question from listeners include real estate investment, paying off your mortgage, and social security. Keep in mind that there…

Read More

David Adams named to the Nashville Business Journal’s “40 under 40” as a top financial advisor in the U.S. http://www.bizjournals.com/nashville/news/2017/01/25/revealed-here-are-the-nbjs-40-under-40-winners-for.html#g1   The Nashville Business Journal’s 2017 40 Under 40 Award  Winners were chosen from nearly 600 nominations. An independent panel of judges reviewed each nomination, looking for those with business acumen, strong ties to the…

Read More

In this week’s show, David discusses spending your money on experience versus material things and the psychology behind those decisions. Special guest, Brenton Giesey, an entrepreneur and incredible photographer in Nashville talks about what it is like to forego the typical corporate mindset to follow his passions. Questions from listeners include downsizing your home, what…

Read More