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…

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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…

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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…

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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…

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