Posts By David Adams

Posts By David Adams

David Headshot 1

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…

Read More

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…

Read More

A Teachable Moment – 25 Years Ago Today

This past Sunday marked a most significant anniversary in the economic and financial history of the United…

Read More

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. …

Read More

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…

Read More

Mid-Year Review 2021

As America continued to recover from the COVID-19 pandemic in the first half of 2021, the economy…

Read More

Investment Committee Notes from Top Industry Economist

As we approach the first official day of summer in 2021, we wanted to send some good…

Read More

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…

Read More

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…

Read More

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…

Read More

The Impact of Remaining Focused

I wanted to share these quick thoughts as we (start to) round the corner hopefully from this…

Read More

Current State of the Economy

I wanted to share a few thoughts as to what I’ve been learning, as well as personal…

Read More