Archive for November 2019
David Adams Wealth Group Team Member Spotlight
Getting To Know Your Team: Myles Zueger, Senior Relationship Manager “You never know whose day you can turn around with a simple act of kindness.” Myles Zueger has worked in the financial services industry since 2014. At David Adams Wealth Group, in his role as Senior Relationship Manager/Wealth Management Advisor, Myles works to develop comprehensive…
Read MoreFrom the Desk of David Adams – Business Update:
The professional highlight of 2019 for our team was how deeply we connected and bonded, how efficiently we are running as an office, and the growth of the company culture. I am so proud watching my team grow together, and truly become a family. Part of this bonding was centered around us all going to…
Read MoreFrom the Desk of David Adams:
To Our David Adams Wealth Group Friends and Family, What a year this has been, and as cliché as it is to say, boy did it go by fast! This year started off on the personal side dealing with a very delicate issue with my mother’s health, as many of you know about already. Signs…
Read More2019 Q4 Investment Update
The first three quarters of 2019 rapidly passed but not without noteworthy market performance. While the markets appeared flat last quarter, they were not sideways. In fact, that would be far from the truth. The S&P 500 peaked on July 26th at 3,025* but shortly after experienced a downside volatility. August was full of “ups…
Read MoreWhat To Do If You Become Suddenly Wealthy | Sudden Wealth Tips From David Adams Wealth Group
Here’s what to do if you ever find yourself in a position of sudden wealth. Research in the fields of neuroscience, psychology and sociology found that receiving even three months’ salary in the form of a lump sum could be enough to cause an emotional chain reaction in most people. In fact, sudden wealth is…
Read MoreA Broken Industry
The financial services industry has trained financial advisors to calculate how much money a person is going to need to retire, and encourage people to live off that money and spend it down. In this episode, David discusses how this concept is out of reach for most people, and extremely demotivating. People often fear they…
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