Retire While You Work
David Adams Named To Barron’s List Of Top 1,200 US Advisors For Second Consecutive Year
We are thrilled to share with you some exciting news that serves as a testament to the exceptional leadership and unwavering dedication David has committed Adams Wealth Partners to as the Founder and CEO. David, has been named to the Barron’s Top 1200 US Financial Advisors list for 2024, marking his second consecutive year of…
Read MoreMarching Towards Health: Celebrating National Nutrition Month
As March unfolds, it brings with it a unique opportunity to focus on our health and well-being through the celebration of National Nutrition Month. This annual observance serves as a reminder to make informed food choices, develop healthy eating habits, and embrace a lifestyle that nourishes both body and mind. National Nutrition Month, initiated by…
Read MoreBeyond the Holidays: The Endless Impact of Charitable Giving
As the holiday season fades into the rearview mirror, the spirit of generosity often takes a backseat in people’s minds. The festive season, characterized by gift-giving and acts of kindness, tends to bring charitable activities to the forefront of our consciousness. However, the truth is that charitable giving doesn’t have to stop once the holiday…
Read MoreA Guide to Financially Prepare for a Job Change
In the dynamic landscape of today’s professional world, job changes have become more common than ever. Whether you’re pursuing new opportunities, seeking better work-life balance, or responding to unforeseen circumstances, making a job change is a significant life transition. One aspect that requires careful consideration is your financial preparedness. Here’s a comprehensive guide to help…
Read MoreInvestment Committee Q1 2024 Notes
Our Investment Committee has been meeting over the last couple weeks to rebalance all client portfolios as we have done over the last 20 years. I wanted to share with you some of the highlights and notes of our what and why: We expect to see volatility over the coming year with the election, potential…
Read MoreForbes Best-in-State Wealth Management Teams 2024 – Adams Wealth Partners
Please join me in congratulating, not me, but the amazing team beside me that is responsible for any recognition or accolades bestowed upon Adams Wealth Partners. Early in my career, I have to admit I loved the feeling of getting these individual awards as I built a firm and the recognition was nice. As we…
Read MoreAdams Wealth Partners 2024 New Year Client Letter
It is both delightfully simple and genuinely compelling to be able to summarize the behavior of the equity markets, not only in the calendar year just ended, but over the last two years. I can do it in two sentences: In 2022, the Dow, the S&P 500 and the Nasdaq 100 experienced peak-to-trough declines of…
Read MoreLooking Back at 2023
As we are in full holiday mode, I wanted to take a few moments to wish you and your family a very special holiday and memorable time together to rest, connect, and look ahead to the New Year. Also, we are winding down from another “interesting” year in the stock market, to say the least. …
Read MoreBuilding a Solid Retirement Plan Amid Social Security Uncertainty
As the future of Social Security in the United States becomes increasingly uncertain, it’s essential to take charge of your retirement planning to ensure a financially secure future. While Social Security has been a reliable safety net for retirees, preparing for retirement demands a proactive approach. In this blog, we’ll delve into strategies to construct…
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