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. …

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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…

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