The the last quarter of 2018 saw sharp declines. So what's in store for 2019?  

Topics covered include:

- Summary of how the markets overall performed in 2018.

- A deeper dive in our Adams Financial investment strategy.

- Our thoughts for 2019.

Thank you,


January 10, 2019

Let's turn our attention to what is coming in 2019 and beyond. 

Topics covered include:

- The big 3 variables to the market

- We view 2019 as a potential big year; problem is determining the direction

- Managing expectations in a normal stock market cycle.

Thank you,


November 28, 2018

On November 19th, our risk countermeasures triggered for the 2nd time this year, so we are back to a "risk-off" stance for portfolios using our Defined Risk Strategy. We thought this might be a good time to share a bit of information on what is affecting the stock market...

Our Defined Risk strategy for U.S. markets recently triggered for the first time in almost two and a half years. 

In the above video, we discuss our Defined Risk strategy in more detail to provide an insight on the strategy and as a reminder to folks of how the strategy wo...

2018 has been a volatile year for investors. So what's next?  

Topics covered include:

- Summary of how the market overall has performed.

- Where does the market go from here?

- Thoughts on international markets and the "trade war". 

- Where is the U.S. positioned?


October 11, 2018

The first 10 days in October have been as turbulent as the recent weather we have had here in North Carolina. Despite an overall backdrop of pleasant and mild economic conditions, we have seen gusts of pessimism hit Wall Street in the last few trading days.

Given that the...

October 10, 2018

Let us help plan the most exciting journey of your life. Join us as we travel through many different ideas and topics for a successful retirement.

August 23, 2018

At the close of trading today (August 22, 2018), the stock market will cross another milestone. It will set the record for the longest bull market in history.

A bull market begins when the market rises 20% from the low set at the end of the bear market. The last low set by...

August 18, 2018

In the past couple of months, there is growing concern about the global impact of President Trump's initiative to install tariffs on imports from China. Most media outlets have lots to say about how this change will hurt our economy and the investment markets. Before jump...

Thus far, 2018 has been a volatile year for investors. So what's next?  

Topics covered include:

- Is the U.S. economy leading up or down from here?

- Is it a good time to invest in U.S. equities?

- What could the next U.S. recession look like?

- What about international mark...

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