Finance
January 2020 IRA Rebalancing Notes and Rationale
Wanted to give a quick update from our Investment Committee’s recent meeting, as we begin the process of rebalancing all client IRA (tax-deferred) accounts: This is our 2020 major rebalance, with the goal being to target back to the original risk allocation (think stocks to bonds ratio), essentially taking gains off the table to sell…
Read MoreForbes Recognizes David as a 2019 Best-In-State Wealth Advisor
FOR IMMEDIATE RELEASE Media Contact: Andrea Rizk, 404-316-0251 andrea@rizkpr.com NASHVILLE, TN – David Adams, a CERTIFIED FINANCIAL PLANNER™ professional and CPA, was among the advisors named to the Forbes list of Best-In-State Wealth Advisors. Adams is President of Nashville-based David Adams Wealth Group, an Independent practice offering securities through Raymond James Financial Services, Inc., member…
Read MoreDavid Recognized by NBJ as a 2018 Power Leader in Finance
David Adams “retire while you work” philosophy featured in Huffington Post
Chris Epting of The Huffington Post interviews Nashville-based financial planner, David Adams, as he shows you how you can “retire while you work.” Click here to read the full article. The Nashville Business Journal’s 2017 40 Under 40 Award Winners were chosen from nearly 600 nominations. An independent panel of judges reviewed each nomination, looking…
Read MoreDavid’s Financial Advisor IQ Article: ‘Retirement is a Journey, Not a Destination’
Financial Advisor IQ features David’s latest article, Retirement is a Journey, Not a Destination, in which David recalls how watching his father experience a health crisis at work taught him how it’s critical to balance retirement goals with living life in the present moment. http://www.financialadvisoriq.com/c/1666463/189903/retirement_journey_destination?referrer_module=issueHeadline&module_order=4 Links are being provided for information purposes only. Raymond…
Read MoreAre you Sure your Will is in Order? Consider these misconceptions…
Virtually everyone is familiar with the concept of a will. We have all seen the movie “Trading Places,” and know of the dramatic reading of the will after someone passes. However, a will can be limited in its ability to do all things. A will is simply a document that instructs the probate court how…
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