David Adams’ Retire While You Work Blog
Nearly 69 million Americans will see the increase in their payments beginning in January.
The Social Security Administration has announced a cost of living adjustment (COLA) to recipients’ monthly Social...
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The Family Love Letter
We have a few seats still available for this important Estate Planning seminar! If you already...
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Julie is back!
Our entire team is so excited to have Julie back, after a 4 month maternity leave...
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Time in the market versus timing the market
I had a few thoughts this week after meeting with my Investment Committee and other top...
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Let’s Talk About the Yield Curve! (and I wonder why I don’t get invited to parties)
A recent conversation with a buddy went like this: Friend: “I guess now that the...
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A note of gratitude…
Wanted to share a note of gratitude for all of our clients/friends who supported my new...
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Portfolio Changes, Inverted Yield Care and more…
Quick update on our investment models after our Investment Committee had detailed Q3 meetings to determine...
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Restoring Confidence: After the loss of a spouse the last thing you want to worry about is money.
Over my 20 years in this industry, I’ve had to walk beside clients during the painful...
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5 Elements of Retirement Wellness
“Retirement wellness is about more than having enough money. It’s a lifestyle and mindset change that...
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Summer 2019 Market Update
For a quick recap, 2018 was the worst year for the major market indices in a...
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