Filter by Author
How the Secure 2.0 Act is Shaping Our Advice to Clients
The SECURE Act 2.0 was an update to the current SECURE Act, which stands for Setting Every…
Forbes Announces David Adams as a 2023 Best-In-State Wealth Advisor for the 6th Consecutive Year
April 14, 2023 FOR IMMEDIATE RELEASE Media contact: Taylor Worthington 615-435-3644 DAVID ADAMS OF…
Things to Consider When Buying Your First Home
Buying your first home is an exciting and daunting experience. It can be overwhelming to navigate the…
Update on our Strategies – Where We Are and Where We Are Going
As you know, throughout 2022, our Investment Committee made small, but meaningful, defensive tweaks to your strategy….
How to Use an HSA to Save for Retirement
An HSA (Health Savings Account) is a tax-advantaged savings account that can be used to pay for…
Our Perspective on the Recent Banking Headlines
The headlines have been roaring the past few days with news of Silicon Valley Banking going under…
DAVID ADAMS NAMED TO BARRON’S LIST OF TOP 1,200 ADVISORS
March 14, 2023 FOR IMMEDIATE RELEASE Media Contact: Taylor Worthington (615) 435-3644 DAVID W. ADAMS…
From the Heart and Desk of David Adams
The hardest thing I have done to date in my 44 years, was delivering my mother’s eulogy…
Filing a Tax Extension: What You Need to Know
If you are unable to file your tax return by the deadline (usually April 15th), you can…
Q1 Notes From the Adams Wealth Partners Investment Committee
2022 came and went in what feels like a flash. With it came and went a year…
Financial Wellness – It’s a Marathon, Not a Sprint
Some of the most common New Year’s resolutions have to do with fitness and finances. This is…