Archive for January 2023
Financial Wellness – It’s a Marathon, Not a Sprint
Some of the most common New Year’s resolutions have to do with fitness and finances. This is no surprise, as a new year can be a great time to hit the reset button. But, the most important piece of any change is being willing to stick to it for the long run, not just for…
Read MoreAdams Wealth Partners 2023 New Year Client Letter
As we kick off the new year, we always find it important to revisit or guiding set of principals that have worked well through the history of the market and it’s ups and downs – followed but our current observations as it relates to the current state of the economy, markets, and financial plans. As…
Read MoreQ1 2023 Market Update
David Adams delivers the Q1 2023 Market Update from the Investment Committee at Adams Wealth Partners.
Read MoreDavid Adams recognized again in 2023 to the Raymond James Chairman’s Council!
All of us at David Adams Wealth Group and Raymond James are proud to announce David’s recognition once again in 2023 to the Raymond James Chairman’s Council. The Chairman’s Council represents the top 100 Financial Advisors within Raymond James Financial Services! Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking…
Read MoreRest in Eternal Peace- Martha Adams 6/17/1951- 1/09/2023
On Monday, Heaven welcomed an amazing woman back home. Her name is Martha Adams, and she is my mother. I am at a loss for words (which is unusual) as I sit in this grief and allow it to flow through my body and take whatever shape it needs to. Many of you know she…
Read MoreQ4 2022 Market Update Webinar Replay
Carson and Myles discuss relevant topics as we close out 2022 and look ahead to 2023. This was a follow-up to an in-person event that was held at earlier in the month. After such a great response, we wanted to make this available to all clients and friends.
Read MoreQ4 Market Update Webinar Replay
Carson and Myles discuss relevant topics as we close out 2022 and look ahead to 2023. This was a follow-up webinar to an in-person event that was held at earlier in the month. After such a great response, we wanted to make this available to all clients and friends.
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