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Julie Schutt

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New CARES Act Overview

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A Quick Note of Positivity and Gratitude

Stock Market

Checking in with all of my clients today asking this…

Nashville Channel 4 News

Coronavirus, DOW Drops 1000 points- “What the heck do we do David?”

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Updated Thoughts, a Great Article, and Relevant Chart on the Coronavirus

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Matching Company Benefits to Our Philosophy

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The Importance of Updating Your Beneficiaries

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The Impact of Investment Accounts on Your Tax Return

Best in State

Forbes Announces David Adams as a 2020 Best-In-State Wealth Advisor for the 3rd Year in a Row

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