Posts By David Adams
David provides his clients with investment strategies that are designed to build wealth through comprehensive wealth management.
What We Are Watching – Upcoming Tax Changes
Throughout this entire year, we’ve been hearing mumblings about Biden administration future tax changes and what they…
Mid-Year Review 2021
As America continued to recover from the COVID-19 pandemic in the first half of 2021, the economy…
Investment Committee Notes from Top Industry Economist
As we approach the first official day of summer in 2021, we wanted to send some good…
Time = Love: A Message from the Desk and Heart of David
One time my dad asked me as a teenager, “how do you spell LOVE son?”. After my…
It’s More of a Re-Start Than a Recovery
It’s more of a re-start than a typical recovery… Seems like a long time ago with all…
Important Notes About the Recent Market Highs and Strategy Changes We See Making
A lot happening in the markets so far this year, and our Investment Committee met recently, comparing…
The Impact of Remaining Focused
I wanted to share these quick thoughts as we (start to) round the corner hopefully from this…
Current State of the Economy
I wanted to share a few thoughts as to what I’ve been learning, as well as personal…
How Do Politics Impact Investing?
How exactly do politics impact your investments? In this episode, David discusses that very topic. Although they…
Forbes Announces David Adams as a 2021 Best-In-State Wealth Advisor for the 4th Consecutive Year in a Row
All of us at David Adams Wealth Group and Raymond James are proud to announce David’s recognition…
David’s New Year 2021 Message
Happy New Year, 2021 couldn’t seem to come fast enough for many. The year 2020 was clearly…
2020 Year-End Message of Hope from the Desk of David (and Jolene)
This year began with most of us on our ordinary trajectory of events and operating schedules. Mid-February…