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Client Advisor Rachael Grattan In New Mexico For Albuquerque Balloon Festival

You don’t want to miss the beautiful pictures Client Advisor Rachael Grattan brought back from the Albuquerque International Balloon Fiesta last week in New Mexico. Rachael was visiting Santa Fe for an investment conference, and stopped by Albuquerque for a glimpse of this truly spectacular annual event, which is famous across the world. The Albuquerque […]

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Quote Of The Week: What An Advisor Is For

“A lot of Wall Street Journal readers have told me they think hiring a financial adviser is a waste of money. I disagree. A good adviser doesn’t only manage investments but can help you save or make a fortune through better decisions on tax, estate and retirement planning, buying or selling a home or business, […]

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monica at bwa

Scholarships Help Local Women Live Better Lives

It’s always good to give back, and twice as good when the gift is a chance to change your life for the better. Last Monday, I joined other members of the Broward Women’s Alliance to honor scholarship recipient Monica Terrazas at Fort Lauderdale’s Tower Club. Monica is finishing her M.S. in Biomedical Informatics at Nova Southeastern University. A […]

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irma sun sentinel

Cleaning Up Irma’s Mess

Our office on Military Trail is currently closed due to power outages and downed trees in the parking area. However, we are working remotely so please feel free to contact us via email, or leave a voice message on our office phones, which we can then retrieve and respond to. Services are being restored gradually in […]

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Maxwell Prepares for FEMA Staging

Update: Irma’s Gone!

Good morning – we hope all our clients and friends are safe and well! We’re so relieved to say Irma has come and gone. Storm winds finally died down late last night. We know there is damage across the state of Florida, so we wanted to give you a quick update while we get our […]

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irma 2017-09-07

We Are Officially “Closed” As We Wait For Hurricane Irma

Dear Clients and Friends: As you know, Hurricane Irma is on her way. She’s big, she’s bad, and we are all very, very apprehensive, even those of us who have been through Andrew, Wilma and assorted other catastrophes. This is a scary storm. To help our employees prepare and safeguard our building premises, we have officially […]

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Preparing For Hurricane Irma

Dear Clients and Friends: Like many of you, we are carefully monitoring the weather situation as Hurricane Irma approaches. According to reports from the National Hurricane Center, Hurricane Irma is now an extremely dangerous Category 5 hurricane with maximum sustained wind speeds of 185 miles-per-hour. The storm is expected to approach Florida Saturday, September 9 […]

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Mari Adam Among “Best Of Best” Independent Financial Advisors Attending Barron's Top Independent Women Advisors Summit

Mari Adam Among “Best Of Best” Independent Financial Advisors Attending Barron’s Top Independent Women Advisors Summit

Washington, D.C. (June 14, 2017)—Mari Adam, President of Adam Financial Associates, Inc. attended the second annual Barron’s Top Independent Women Advisors Summit, hosted by Barron’s magazine to exchange ideas and best practices, with an eye towards improving their business and serving the investing public in the best possible manner.  The invitation-only conference was held June 12-14 […]

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phil and buzz

Remembering Our Fathers

I lost my dad seventeen years ago (that’s him, at left in the photo, with my uncle in the 1930s). Take time out today to treasure every moment of life, family and friends.

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Happy Father’s Day!

Happy Father’s Day! To all the fathers, grandfathers, and just good guys out there….you are appreciated! No one could ever take your place.

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