Retire While You Work® Podcast
Join us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
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Join us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
View All Episodes
What if you could do what you're passionate about and achieve a work-life balance? What if you were relieved of the pressure to have some massive amount saved?
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Quick update on our investment models after our Investment Committee had detailed Q3 meetings to determine what/any shifts in our allocations for client portfolios. Here is a quick summary of notes and high level points we wanted to share:
Our commitment to our clients is to always focus on the right asset allocation, avoid emotional market timing, and try to get the best return for the lowest fee possible. We believe these changes accomplish slight moves in the right direction in each of these areas.
This is our job so that you can focus on other things and ignore the short-term noise! We love what we do (even when the market is crazy and annoying!)….
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CPA holders at Adams Wealth Partners, LLC are: David Adams, Carson Odom, and Christine Kinsley
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