Check out our past newsletters below for helpful financial planning information and insights.
We believe teamwork is crucial for financial peace of mind. In this video, Eric describes why both internal teamwork and external teamwork help put clients in the best position to achieve their goals.
As investors, we believe the market has clearly demonstrated that it rewards long term optimists and penalizes long term pessimists.
We are cautiously optimistic about how the markets will perform in 2021. Eric gives two reasons to be optimistic and two reasons to be cautious.
Do you feel like you are rich? What would it take for you to feel rich? Do you feel like you are generous? We discuss some statistics to help you know whether or not you are rich and whether or not you are generous. We believe one of the best ways to feel richer is to be generous.
We are going to talk about the possibility that we won't know the results immediately after election day. Here are a few scenarios we see playing out over the course of the next few days or weeks.
Today on the video newsletter, we are going to talk about the budget deficit. We are going to look deeper into the composition of how we spend our federal dollars.
We discuss the five most relevant components of Vice President Biden's tax plan and how we can help wealth management clients plan accordingly.
Is now a good time to refinance a mortgage? Since mortgages are part of the wealth management equation, we offer some advice on the timeliness of refinancing
We’re going to talk about your portfolio and how it might be affected by the 2020 Presidential Election. At the Adams Chetwood Wealth Management Group, we try to be politically neutral because we have clients along the political spectrum.
In the third response video to "10 Questions to ask your financial advisor," Eric explains the pricing structure of Adams Chetwood Wealth Management.