Posts By David Adams
David provides his clients with investment strategies that are designed to build wealth through comprehensive wealth management.
From the Desk of David Adams
I am starting a new tradition here at our firm, where I start the year off with…
Important – Happening this Week – Notes from our Investment Committee
Wow… just like that the page has turned on 2021 and it’s the start of a new…
A Teachable Moment – 25 Years Ago Today
This past Sunday marked a most significant anniversary in the economic and financial history of the United…
David here…checking in and “taking your pulse”…
I am writing this email proactively, as I always like to stay ahead of my clients’ concerns. …
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…