David delivers a message from the heart on the year that was 2020 and also touches on what may lie ahead for 2021. There is also a Q&A session at the end, where David fields questions from the viewers.

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What are you expecting in 2021? Our Investment Committee has some thoughts that might interest you when it comes to your money. The David Adams Wealth Group Investment Committee discusses where we are at thus far in 2021 and what could be coming in the near term.

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How exactly do politics impact your investments? In this episode, David discusses that very topic. Although they are important to pay attention to, the market has performed well under the leadership of both parties. Regardless of party affiliation, this is important to remember and understand.

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Happy New Year, 2021 couldn’t seem to come fast enough for many.  The year 2020 was clearly “one of those years” — a year of challenge, opportunity, and resilience. Once again, the year proved that we don’t know what we don’t know. At the end of 2019, the focus was on the election, the trade…

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In early 2020 I wrote about matching company benefits to our philosophy, RETIRE WHILE YOU WORK™, and covered the range of recent changes we’d made to our employee offerings. We’re always looking to improve, and since we can’t leave well enough alone (ha!), we’ve recently refreshed our benefits for 2021. Much of this was jump-started…

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