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From the Desk of David Adams
I am starting a new tradition here at our firm, where I start the year off with…
2022 Market Outlook & Expected Trends
The holidays mark an opportunity for lots of reflection. On a personal level, we all get to…
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…
Should You Pay Down Your Mortgage or Invest Your Extra Money?
Towards the end of each year and around the holidays, we frequently are having conversations with clients…
7 Simple Steps to Protect Yourself from Online Theft
As our lives become more and more integrated with technology, it is important to protect yourself and your…
David Adams Recognized Once Again in 2021 to the Raymond James Chairman’s Council
All of us at David Adams Wealth Group and Raymond James are proud to announce David’s recognition…
Americans on Social Security Will See the Largest Social Security Cost of Living Adjustment in 40 years
The Social Security Administration has announced a cost-of-living adjustment (COLA) to American’s who are currently receiving social…
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…
Should You Consider a Roth IRA Conversion?
This year, some of the most frequent conversations we’re having revolve around upcoming tax changes. In 2018,…
What We’re Watching – The $1T Bipartisan Infrastructure Bill
You may have seen over the past couple of weeks that a historic $1T infrastructure bill has…