Adams Wealth Partners

07/22/2026

Retirement isn't the finish line for your portfolio. It's the beginning of a new phase that may require a different approach to investing, managing risk, and generating income.

In our latest blog, we break down what happens to your portfolio when you retire, common investment considerations, and why having a thoughtful retirement strategy can help you stay on track for the years ahead.

Read the full article: https://adamswealthpartners.com/what-happens-to-your-portfolio-when-you-retire/

07/21/2026

Retirement can bring excitement about the future, but it can also come with uncertainty and questions about whether you are truly prepared. On the Retire While You Work® Podcast, the team discusses how focusing on the things you can control, from your financial plan and spending habits to your goals and preparation, can help reduce retirement anxiety. By taking intentional steps today, you can build confidence and create a clearer path toward the retirement you envision.

07/17/2026

A great couple of days at the Raymond James Chairman's Council Retreat with 50 of the firm's top advisors from across the country.

David, Myles, and Carson spent time sharing ideas, learning from industry leaders, and discussing what's next for the wealth management industry.

One highlight was David presenting on building the right team culture, hiring with purpose, and creating deeper client relationships. The team also heard from the Harvard Business Review's #1 futurist speaker on how AI is shaping the future of wealth management.

We're excited to bring these ideas and insights back to better serve our clients!

07/17/2026

In this episode of the Retire While You Work® Podcast, Myles, Carson, and Jeri Anne discuss what's driving that shift, from longer life expectancies and rising healthcare costs to Social Security uncertainty, today's interest rate environment, and the behaviors that can shape your retirement confidence.

Whether retirement is years away or just around the corner, this conversation offers practical insights to help you build a financial strategy that can adapt as life changes.

Watch the full episode here:

In this episode of the Retire While You Work® Podcast, the team exp...

07/16/2026

Happy 1st work anniversary to Anthony! We appreciate your dedication and all that you do! 🎉

07/16/2026

Join us for our next Women & Wealth Lunch & Learn on September 10th at Thistle Farms! ✨

We'll explore the world of Artificial Intelligence (AI)—what it is, how it's influencing the way we live and work, and practical ways to navigate this rapidly evolving technology.

Enjoy meaningful conversation, fresh perspectives, and valuable connections with an incredible community of women. Bring a friend and reserve your spot today!

📍 Thistle Farms
🕦 September 10th at 11:30 a.m. – 1:00 p.m.

RSVP here: https://adamswealthpartners.com/events/women-and-wealth-lunch-learn/

07/15/2026

Happy 1st work anniversary to Julie! We appreciate your dedication and all that you do! 🎉

07/14/2026

Another AI lunch in the books! Great catching up with clients at Richland today, talking all things tech and where AI is headed next. Conversations like these are why we love what we do.

07/14/2026

Earnings growth is encouraging, but it's only one piece of the puzzle.

In this clip from the Retire While You Work® Podcast, Carson breaks down what recent earnings growth could mean for investors and why keeping a long-term perspective matters.

Watch the full podcast episode here: https://youtu.be/1YU12ySzo5o

07/14/2026

David Adams hosted the first session of our book club, kicking things off with Psychology of Money by Morgan Housel. 📚

Talking openly about financial literacy makes it easier to share perspectives and learn from each other, rather than pretending we all have it figured out.

David started this book club because he wanted to create a space to have honest conversations about the things we don't often talk about openly, like money, mindset, and personal growth, without judgment, just meaningful discussion.

First book down, looking forward to the next one!