Archive for December 2019
Investment Committee – 2020 Strategy – From the Desk of David Adams
As we wrap up 2019, our Investment Committee had a long due diligence strategy session planning for potential 2020 strategy adjustments, in what will likely be an “interesting” year (did you know there was an election next year?? Ha-ha). That being said, I wanted to share a few thoughts and notes, just so you can…
Read MoreWe Need a New Retirement Model
In this episode David discusses how he strives make positive impacts on people around him. He learned that chasing financial security and success, was allowing money to take over his life. He felt overworked and over stressed and lost sight of relationships, family and enjoying life. David has examined his priorities and now focuses on…
Read More2019 DAWG Holiday Message
We want to send you a warm Christmas holiday message and we wish you a happy 2020. We also want to thank you for being part of our family
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