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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…
Adams Wealth Partners 2023 New Year Client Letter
As we kick off the new year, we always find it important to revisit or guiding set…
David Adams recognized again in 2023 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…
Rest in Eternal Peace- Martha Adams 6/17/1951- 1/09/2023
On Monday, Heaven welcomed an amazing woman back home. Her name is Martha Adams, and she is…
Giving the Gift of Getting Started
During the holiday season with all of the new toys and electronics that are out, financial gifts…
Investment Committee Thoughts As We Head Into The Final Month Of The Year
With the close of the mid-terms (well, almost) and the end of the year fast approaching, we…