David gives an intro and some personal meaning behind to his book “The Currency of Time: A Three Bucket Approach To Live Now And Retire While You Work.” Any opinions are those of David Adams and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change…

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Wanted to share a note of gratitude for all of our clients/friends who supported my new book, “The Currency of Time”.  Between the purchases online, sharing it with friends, strong Amazon reviews, and word of mouth, you allowed it to reach the Top 3 New Releases this year! The sole purpose for this journey was…

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Quick update on our investment models after our Investment Committee had detailed Q3 meetings to determine what/any shifts in our allocations for client portfolios.  Here is a quick summary of notes and high level points we wanted to share: One thing we have learned over the past 20 years is that anything you can do…

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