December 31, 2019

As we say farewell to 2019 and look to the future, we wanted to thank you all for an amazing 25 years serving the community. Interestingly, the last 18 months have been a microcosm of the investment landscape we have observed in the past 25 years. 18 months ago, many were...

4th Quarter Market Update

Topics of discussion include:
- With the longest bull market in history, where do we go from here?

- Will the strength of the U.S. consumer carry the economy?

- How does the market volatility impact your portfolio?

For more videos, check out our...

August 6, 2019

Unfortunately, I think we all need to get used to this sort of headline. Yesterday, both the U.S. and China took additional steps to further their own trade agendas. It would seem that these steps are moving our two nations further away from finding an agreement.

In the...

3rd Quarter Market Update

Topics of discussion include:
- Mid-year market update for 2019

- Thoughts on federal reserve action on interest rates

- Planning for when things go wrong

For more videos, check out our or our YouTube page.


If you have any questions regarding t...

June 7, 2019

Jason takes us through a mental exercise to help us understand how investors should react to things that may impact an investment portfolio. 

Thank you for the opportunity to serve you and your family. 

AFP Team

2nd Quarter Market Update

Topics of discussion include:
- Market update and outlook for 2019
- Thoughts on recession worries, federal reserve action and inflation

For more videos, check out our or our YouTube page.


If you have any questions regarding the replay, please...

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,

Lyn

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,

Lyn

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?

Thank...

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