Guest speaker, Dr. Jon Lehrmann, M.D., Psychiatry & Behavioral Medicine at the Medical College of Wisconsin provides advice for coping with Covid-19. Presented by Gentian Financial, Fries Financial and David Adams Wealth Group.

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Why is it so difficult to stick to a budget? In this episode, David discusses what all goes into building a budget that you can stick to, as well as how to manage debt effectively. He also touches on what he refers to as a reverse budget, the concept of paying yourself first at the…

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Today the market is reacting to yesterday’s Fed meeting, which of course is temporary. However, it does tell me that if there is a “reason” for another pullback, it’s likely twofold: One, the market is digesting Chairman Powell’s depressing and grim outlook for future growth; and Two, a potential rebound in Covid-19 cases. On that…

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Join David as he shares his thoughts about Covid-19, the Economy, health and wellness, and our office reopening. Investments or strategies mentioned may not be suitable for all investors. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment…

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