Archive for October 2020
Pre-Election Thoughts From the David Adams Wealth Group Investment Committee
As the election closes in our investment committee has been meeting and having discussions around our client portfolios as well as talking with other top advisors and top institutional money managers, engaging in thoughtful conversations and the sharing of ideas. We’re not market timing, but rather looking at our portfolios and identifying tweaks we can…
Read MoreWhat to Know When Purchasing Your First Home
Although purchasing your first home can seem like a scary thing, you don’t have to do it alone. In this episode, David Adams Wealth Group wealth advisor, Myles Zueger, CFP® discusses his experience in purchasing his first home and some tips he feels all first time home buyers should know. Raymond James Financial Services and…
Read MoreApplying COVID-19 Lessons Learned During the 2020 Election Season
Carson Odom, CPA, CFP® is back again to discuss lessons that we have learned at David Adams Wealth Group during COVID-19 and how that is shaping our thought process as we close in on election season 2020.
Read MoreMaintaining Perspective for Fourth Quarter 2020
The coronavirus is still very much with us, as is much of the economic dislocation occasioned by the resulting lockdowns. Granted, we are evidently closing in rapidly on a vaccine—indeed, a number of vaccines. But it may be quite some time yet before most of us will get access to a vaccine, and frustration may…
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