Spotlight Videos

Our 3 Bucket Approach to Personal Finance

David Adams explains his modern, 3 bucket approach to personal finance in detail. This approach is used…

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Washington to Wallstreet: A Pre-Election Update Webinar

Bill Cass, CFP®,CPWA® Director of Wealth Management Programs and Chris Galipeau, Senior Investment Director, Global Investment Strategies…

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The 4 Horsemen of 2020 Webinar

Covid, the Election, Trade War, and Stimulus- 4 Horsemen of 2020!! David and Cullen Roberts of Blackrock…

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David’s Mid-Year 2020 State of the Economy

Join as David gives his State of the Economy address to clients and friends in what has…

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“Free 2020 Second Opinion Campaign” – Sign Up!

Due to Covid-19 and 2020’s bizarre economic impact, David and his team are offering a Second Opinion…

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Part 3: Nutrition – Food is Fuel

Guest speaker, Nicole Kerneen — Lead Nutritionist for the Milwaukee Brewers provides nutritional advice. Presented by Gentian…

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Part 2: Coping with COVID-19

Guest speaker, Dr. Jon Lehrmann, M.D., Psychiatry & Behavioral Medicine at the Medical College of Wisconsin provides…

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Part 1: Moving Forward – Through and Past COVID-19

Join David and some other top advisors as they moderate a discussion about managing your health during…

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COVID-19 and Market Update Webinar

Join David as he shares his thoughts about Covid-19, the Economy, health and wellness, and our office…

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David’s Random May Thoughts

A little fireside morning chat with David, from both the left and right side of his brain…

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COVID-19, Recession, and Market Update

Butter over margarine?! Whole eggs over egg whites?! As many of us set off on our New…

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