Adage Advisory

09/01/2026

Come see our new Monterey home!

Join us for our Rooted in Monterey Open House on September 22. Enjoy local wine and food, tour the office, and connect with our team.

RSVP Here: https://bit.ly/3URXEIB
(or email [email protected])

08/27/2026

Join us in wishing Erica a happy (belated) birthday! 🎉 We're also excited to celebrate another big milestone as she approaches 5 years with Ameriprise.

Thank you for all you do, Erica!

08/21/2026

Things got a little heated at our latest event...

Thanks to everyone who joined us for an afternoon of creativity, conversation, and great company!

08/12/2026

August birthday alert! 🎉

Join us in celebrating Brett (featuring a delicious cake!)

08/11/2026

We spend years planning for retirement. How much time do we spend planning for the brain we'll bring with us?

Join us on August 19 as we welcome Mike Lynch from Hartford Funds for Retain Your Brain: How to Age-Proof Your Most Valuable Asset.

This educational webinar will explore practical, research-backed habits that may help support cognitive health and healthy aging, including sleep, nutrition, exercise, stress management, and lifelong learning.

Register here: bit.ly/3K87Ebm

Feel free to share with friends and family who may enjoy this educational event!

07/31/2026

There is no one-size-fits-all approach to saving for a child's future.

Explore 8 savings options that may help you build a strong financial foundation for the next generation: https://bit.ly/44ZrdtD

07/28/2026

No one has a crystal ball when it comes to the economy, but it's always helpful to understand the trends shaping the road ahead. Take a look at the latest outlook for the second half of 2026.

4 economic forces driving growth — and 4 risks to watch.

07/23/2026

Join us in wishing Lisa a happy birthday! 🎉 Featuring the delicious cake our Santa Cruz team enjoyed while celebrating her special day.

07/17/2026

Think before you click!

Phishing emails are becoming more sophisticated, and one wrong click can put your personal information at risk. Check out this graphic for a few red flags to watch for.

Learn more on our website: https://bit.ly/4pvY7eT

07/02/2026

Happy Independence Day! 🎆

We'll be out of the office on Friday, July 3, enjoying the holiday. If you're looking for ways to celebrate, check out some of the festivities happening near our office locations!

Wishing everyone a fun, safe, and memorable holiday weekend!