Posts by David Adams

Our initial goal was to raise $240,000 to support 20 survivors with a year of comprehensive aftercare services. But because of our community, we raised $302,675! That means an additional 5 survivors of human trafficking can receive care as they bravely pursue a brighter future. I am so proud of our team and being involved…

The investment committee recently met, so as always, we wanted to keep you up to speed with our discussions and thoughts as we continue to keep a close eye on the economy, the markets, and our strategies. What we like about the market and economy: Unemployment remains low Companies are still profitable despite inflation and…

I simply wanted to give some thoughts, advice, commentary on the current economy and stock market, and to check in: While the market isn’t at an all-time high, it surprisingly seems to keep creeping up despite interest rates rising again, political chaos, and inflation still high. ** Fun fact:  this marks 15 years of a…

It is crazy to think that it is July and we are already halfway through this year. During this point of the year we always believe that it is important to reflect on the events of the last 6 months and on the progress of all of our clients long term plans. We also find…

To no surprise based on history, this year may have a lot of you scratching your heads. We came off one of the worst calendar year returns for the global markets last year and entered this year with mounds of economic uncertainty… interest rates the highest they’ve been in decades, banks failing, layoffs hitting the…