Archive for January 2022

Wow, where has the first month of the year gone, its seems like just last week we were celebrating the holidays! The year has gotten off to a fast start and so has the market. As expected, volatility has been way up this year in the market. With this, I wanted to share some more…

I am starting a new tradition here at our firm, where I start the year off with a mutual re-commitment to a set of guiding principles that I have seen work well through 20 years of market ups and downs, followed by my Current Observations as it relates to the economy and your financial plan. …

The holidays mark an opportunity for lots of reflection. On a personal level, we all get to spend time with family and friends discussing this past year, while looking forward to another year and what we want to achieve. Here at David Adams Wealth Group, our investment committee is taking this time of year to…

Wow… just like that the page has turned on 2021 and it’s the start of a new calendar year! As an investment committee, we have been meeting and discussing our plan and strategy for the year ahead. Just when we thought 2020 would take the cake for one of the stranger years we all had…