Archive for September 2020
Financial Decisions to Consider When Getting Married
Let’s let the cat out of the bag from the start, this is the conversation no one wants to have as they embark on what should be one of the happiest times in their life! No, no, no I’m not talking about getting a new puppy, I am talking about the conversation centered around money…
Read MoreWhat to Know When Buying Your First Home
Earlier this year, my fiancé and I made the big step to purchase our first home. Although it can be a scary experience making such a large purchase, it is an exciting one as well. It allows you to plant your roots and create your own space and vibe. It also allows you to add…
Read MoreWhat We Have Learned During This Year’s Crisis
I’ve always been trained by my mentor, father, and other coaches to “never let a crisis go to waste”, meaning we must reflect and find new lessons learned to help guide us forward for our clients, families, and future events. Otherwise, what a shame to fast forward and keep your head in the sand (or…
Read MoreDoes Buying a House Affect Your Taxes?
One of the most common misconceptions about home ownership is that owning a home directly saves you money on your taxes. While it can help you on your tax return, that isn’t always the case. Plus, with the Tax Cuts and Jobs Act that passed in 2017, it’s made it even more of a rarity…
Read MoreThings to Know When Starting a Business
While starting a new business is no easy task, it can be one of the most rewarding adventures to go on. In this episode, David Adams Wealth Group wealth advisor, Carson Odom, CPA, CFP®, discusses what you need to know on the front end to get started on a successful path.
Read MoreOur Thoughts on the Upcoming Election and Market Impact
In this most recent episode, David discusses the presidential election as it closes in and the impact that it could have on the market. Additionally, he gives some tips on staying calm during volatile market periods.
Read MoreDon’t Let Politics Ruin Your Days or Create Sleepless Nights – Build a Plan, Stick to it, Lean on Us.
The election is just two months away, and attention to it will ramp up from here. From a seasonality perspective, it is historically common for the stock market to be soft in the September-October time frame. This is particularly the case in contentious elections when the incumbent party has a higher likelihood of losing control.…
Read MoreThings to Know When Starting a Business
During my time in the professional world of accounting and financial services, I’ve witnessed many individuals start businesses. These businesses range from small-scale arts and crafts to large-scale oil production and transportation. Of those who started these businesses, some know all the ins and outs of registering a business and making it official. But on…
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