Posts by David Adams
From the Desk of David Adams
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. …
Read MoreImportant – Happening this Week – Notes from our Investment Committee
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…
Read MoreQ4 2021 Market Update
With COVID still hanging around and supply chain issue woes continuing to persist, the market has managed to stay the course. Many clients have begun to wonder where the market is finding its strength given the state of the economy in its current state. In this Q4 market update David and the investment committee answer…
Read MoreA Teachable Moment – 25 Years Ago Today
This past Sunday marked a most significant anniversary in the economic and financial history of the United States, and I could not let it pass without comment. When properly appreciated, it can serve as an importantly teachable moment. For it was a quarter century ago, on the night of Thursday, December 5, 1996, that the…
Read MoreQ4 2021 Market Update
With COVID still hanging around and supply chain issue woes continuing to persist, the market has managed to stay the course. Many clients have begun to wonder where the market is finding its strength given the state of the economy in its current state. In this Q4 market update David and the investment committee answer…
Read MoreNutrition 101 Part 4: How to Stay Healthy and Avoid the Holiday Weight Gain
Michelle Norris, Director of Corporate Wellness at SweatNet, joined us once again for another installment to our Nutrition 101 webinar series. This webinar was focused around how to stay healthy and avoid the weight gain around the holiday season. Listen in and enjoy Michelle discussing all topics health related! Raymond James is not affiliated with…
Read MoreNutrition 101 Part 4: How to Stay Healthy and Avoid the Holiday Weight
Michelle Norris, Director of Corporate Wellness at SweatNet joined us once again for another installment to our Nutrition 101 webinar series. This webinar was focused around how to stay healthy and avoid the weight gain around the holiday season. Raymond James is not affiliated with Michelle Norris or SweatNet
Read MoreDavid here…checking in and “taking your pulse”…
I am writing this email proactively, as I always like to stay ahead of my clients’ concerns. And, after 20 years I have developed a decent “gut feel” when a little guidance may be welcomed. As we look back at September and head into the final quarter of the year we have started to see…
Read MoreSummer 2021 Market Update Webinar Replay
The replay from our webinar held on September 9th, Summer 2021 Market Update is available now! This webinar was from the same live presentation that we gave in mid-August at Richland Country Club. If you were unable to attend both the in-person presentation or the webinar, now is your chance to view it. Do not…
Read MoreSummer 2021 Market Update
The audio replay from our webinar held on September 9th, Summer 2021 Market Update is available now! This webinar was from the same live presentation that we gave in mid-August at Richland Country Club. If you were unable to attend both the in-person presentation or the webinar, now is your chance to listen in. Do…
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