Based on the title, I hope you aren’t thinking, “here they go with the buckets again”. So stay with me, because that is exactly where we are headed! If you are a client of ours, you know that when we are planning with clients we are always talking about the three buckets. Over the years,…

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As we approach the first official day of summer in 2021, we wanted to send some good info from a recent conference we attended. Our Investment Committee had a unique opportunity last night to listen to some of the brightest economist in the US , including – Brian Wesbury, and here are our notes that…

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Around middle Tennessee, it’s no secret that the housing market is on a tear. For about the past decade, home prices in this area continue to climb to new records. Large corporations are bringing headquarters to our state and families from high-tax states are coming to Tennessee seeking its generous income tax policies. With all…

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As our company has grown and evolved over the last few years, we’ve moved further away from the image originally projected on our website. Even prior to COVID (when it became much more commonplace), we were becoming a more casual environment, as so many of our clients don’t come from a suit and tie background.…

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There have always been and will always be reasons you could be fearful and not want to invest. It’s not easy to remain calm and sift through the deafening noise that bombards us daily. The market is at all-time highs and a common concern we hear is that the next leg must be down…. but…

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A lot has happened in the markets so far this year and the David Adams Wealth Group Investment Committee just recently met to compare data from the major institutional money managers and other top advisors. David shares some notes for that we feel would be good to know and share with others.

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A lot has happened in the markets so far this year and the David Adams Wealth Group Investment Committee just recently met to compare data from the major institutional money managers and other top advisors. David shares some notes for that we feel would be good to know and share with others.

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