Archive | Company & Community News RSS feed for this section
american dream

Helping Students In South Florida Reach Their American Dreams

The American Dream is alive and well! Nadia Rullo, Client Services Associate at Adam Financial Associates, attended the American Dream Summit Luncheon in Fort Lauderdale last Wednesday on behalf of clients who have included this worthy cause in their charitable giving plans. The event is hosted by Broward College Foundation to honor donors who have contributed […]

Read full story Comments { 0 }
veterans day 2018

Veterans Day 2018: Honoring Those Who Have Served

Read full story Comments { 0 }
impact 2018 janet yellen

Here’s Our 7 Quick Investment Takeaways From Impact 2018 In Washington

I’m up in Washington D.C. this week at Impact 2018, Schwab’s huge annual investment conference that gathers thousands of investment advisors, vendors, and experts from across the U.S. It’s actually great timing given this week’s turmoil in the stock market. We’ve had multiple conversations with economists and market strategists about inflation, rising interest rates, and […]

Read full story Comments { 0 }
impact 2018 bernie

We’re In D.C.! What’s Happening At The Schwab Impact Investment Conference

It’s billed as the industry’s largest gathering of investment experts and visionaries, and I’m excited to be a part of it this week in Washington D.C. It’s Schwab Impact 2018, four days of high-level investment speakers, exhibitors, software demos and workshops. It couldn’t be more timely. This afternoon’s keynote speaker was former Fed Chair Janet Yellen, […]

Read full story Comments { 0 }
charity jar

Making Gifts To Charity? Here’s How To Maximize Those Tax Benefits

Making gifts to charity? Giving is good, but getting tax benefits when you give is even better. Due to changes in the tax law, it’s now harder for most people to get a tax deduction when they give to charity. But that’s no reason to stop giving. We’ve got the perfect solution – a Qualified […]

Read full story Comments { 1 }
breast cancer 1

Breast Cancer Awareness Month

Read full story Comments { 0 }
nadia & gang sept #1

Congratulations, Nadia!

We held a little celebration last week for Client Service Associate Nadia Rullo. As you may know, Nadia is studying for the Certified Financial Planner (CFP®) designation, which normally includes six course modules, with an exam after each one, and a comprehensive exam at the end. The entire program might take one to two years, […]

Read full story Comments { 1 }
book club 2018 sept 2

Wine, Women & Books: Here’s To Lasting Friendships

Couldn’t help but post this photo taken last week at our September Book Club. Our Book Club has been going strong for 16 years. That’s right, we’ve been meeting every month for 16 years. That’s a lot of books! (Not to mention an awful lot of wine!) This past month, we read and thoroughly enjoyed Madeline […]

Read full story Comments { 0 }
opera mari

What I Learned About Financial Planning In My Week “Down Under”

It was fantastic, instructive and inspirational, but way too short.  Our whirlwind week Down Under is unfortunately over and we’re safely back home (even my suitcase, which went walkabout for three days, had the good sense to finally come home!). I had the privilege of traveling to Australia as part of the U.S. Financial Planning Association’s […]

Read full story Comments { 1 }
suitcase

CFPs At Work: We’re Headed Down Under!

Mari is heading off this week on a voyage Down Under! She’s part of a delegation of U.S. certified financial planners jetting to Australia to meet with peers in Sydney and Melbourne on a trip sponsored by the Financial Planning Association. The goal is to learn more about Australia’s financial services industry and trends in […]

Read full story Comments { 0 }