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Morningstar Investment Conference: Prepare To Be Disrupted

There’s always something new in the investment world. That’s why I spent three days in Chicago last week at the annual Morningstar Investment Conference, called one of the industry’s “biggest teach-ins” by Investor’s Business Daily. Keynote speakers included behavioral psychologist Daniel Kahneman, winner of the 2002 Nobel Prize in Economics, who talked about how people think […]

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High School Grad? Here’s Smart Financial Tips To Help You Launch

We’re thrilled to see our very own Anthony LaBrake, CFP® sharing financial tips for high school grads with MSN.com’s MoneyTalks News. If you have a new high school grad in your house, make sure to direct them to this article so they can start down the path to financial adulthood on the right foot. Anthony […]

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Major Comcast Phone Outage June 6, 2018

See that big red spot down by Cuba? That’s us. There’s apparently a nationwide phone outage affecting Comcast business customers. When you call us, our business lines may ring busy. Please contact us via email for the time being while Comcast works to fix this. We apologize for the inconvenience!

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Memorial Day 2018

Memorial Day 2018

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Anthony’s Hockey Team Wins League Championship!

You may not always think of South Florida and ice hockey in the same breath, but Associate Client Advisor Anthony LaBrake, CFP® shows that, despite the palm trees and sandy beaches, many diehard hockey fans now call South Florida home. Anthony has been playing the game since he was 7 and continues to play today on […]

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Barron’s 2018 Top Independent Women Advisors Summit

Mari had the good fortune to spend 2½ days last week at the gorgeous Palm Beach Breakers hotel, site of Barron’s 2018 Top Independent Women Advisors Summit. It’s a fantastic setting, and offers unsurpassed networking with leading women financial advisors from across the country. It’s also a great opportunity to learn what’s new in investment strategies […]

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Checks At The Speed Of Light

Mailing us checks for deposit to your investment account? We now have a better, faster, more secure way to process your deposits. We have the option of using digital check deposits, which allow us to securely upload the check images directly to the brokerage firm safeguarding your account assets. The deposit then instantaneously appears in […]

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Magical “Night Of Literary Feasts” In Fort Lauderdale

How often do you get to have a great time, raise money for a good cause, and actually improve your mind at the same time? It was my favorite event last Saturday – the Night of Literary Feasts in Fort Lauderdale which brings together sixteen published authors of all genres – history, thrillers, fiction, wellness […]

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Brad Goldstein Earns the Financial Paraplanner Qualified Professional (FPQP™) Designation

Adam Financial Associates, Inc. of Boca Raton, Florida is pleased to announce that the College of Financial Planning has granted our colleague Brad Goldstein the Financial Paraplanner Qualified Professional™ (FPQP™) designation. More about the Financial Paraplanner Qualified Professional™ Designation The Financial Paraplanner Qualified Professional™ is a key player on the financial planning team, with demonstrated competence in gathering, […]

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High Anxiety: Preparing For The CFP® Exam

I took the CFP® exam so many years ago I scarcely remember it, but the hours of study, and the discipline needed to master chapter after chapter, all came back to me when I read a column by a current CFP® candidate who wrote about failing the exam her first time around. “Studying for the […]

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