Retire While You Work ® Blog

From the Desk of David Adams

I am starting a new tradition here at our firm, where I start the year off with…

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2022 Market Outlook & Expected Trends

The holidays mark an opportunity for lots of reflection. On a personal level, we all get to…

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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…

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A Teachable Moment – 25 Years Ago Today

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

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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…

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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…

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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…

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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…

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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. …

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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…

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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,…

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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…

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