Archive for August 2019
Let’s Talk About the Yield Curve! (and I wonder why I don’t get invited to parties)
A recent conversation with a buddy went like this: Friend: “I guess now that the yield curve has inverted, I should probably sell my stocks?” Me: “Why?” Friend: “Because when the yield curve inverts it means a recession is coming.” Me: “How so?” Friend: “Heck, I don’t know, that’s why I’m asking you!” While I…
Read MoreThe Currency of Time: How Do You Spell Love?
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…
Read MoreA note of gratitude…
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…
Read MorePortfolio Changes, Inverted Yield Care and more…
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…
Read MoreRestoring Confidence: After the loss of a spouse the last thing you want to worry about is money.
Over my 20 years in this industry, I’ve had to walk beside clients during the painful loss of a loved one. Life can change in a second- it is my honor to help clients through all of life’s transitions. It is my mission to help people remember to enjoy every moment. The loss of a…
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