When it comes to investing vs. saving, it is important to understand exactly what the difference between the two is. We believe that both are extremely important and serve specific purposes within any financial plan in order to help create balance and fund both short and long-term goals. Saving is when you put away money…

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It’s the new year and we’re all setting goals for ourselves. Personally, I’ve got that one sweet tooth that just won’t let me go without something sugary after dinner and I would love to knock that habit this year! That’s my goal, but I know a lot of friends and clients who are discussing some…

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Believe it or not, it’s tax season once again. With so many documents to juggle this time of year, it can feel overwhelming trying to make sure every last one of them is present, accounted for and here by the time that they’re supposed to be. That’s why we’ve included the mailing schedule of tax…

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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. …

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The holidays mark an opportunity for lots of reflection. On a personal level, we all get to spend time with family and friends discussing this past year, while looking forward to another year and what we want to achieve. Here at David Adams Wealth Group, our investment committee is taking this time of year to…

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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…

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Towards the end of each year and around the holidays, we frequently are having conversations with clients about what to do with cash. A lot of individuals get Christmas bonuses or their annual bonuses are always paid out towards the end of the year. These bonuses can absolutely help cover the cost of Christmas spending…

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