Adams Wealth Advisors

🎉 Happy New Year from Adams Wealth Advisors! 🎉 As we welcome 2025, we want to thank our clients and their families for trusting us with your financial futures. Your success is our top priority, and we're excited to continue helping you achieve your financial goals in the year ahead. This year, let's work together to secure a prosperous future for you and your loved ones. Whether you're planning for retirement, saving for a dream vacation, or looking to grow your investments, our team is here to provide personalized strategies and expert advice every step of the way. Wishing you and your family a year filled with joy, health, and success! #GoTogether #NewYears2025 #AdamsWealthAdvisors

🎄 As we wrap up the last trading day before the holidays, the markets haven’t exactly been in a festive mood this month. With a hawkish Fed, persistent inflation, and a dip in consumer confidence, could 2024 miss out on a Santa Claus rally? 📉📈 Dive into our latest video to see why we still believe the economy is on solid ground despite the December downturn. Don't miss out on our insights and predictions for the new year! Click the link to learn more: https://hubs.li/Q030BfDM0 #GoTogether #MarketUpdate #AdamsWealthAdvisors

🌅 As the sun sets on 2024, it's time to take advantage of the time remaining to optimize your year-end tax strategies. With the right planning, you can make the most of available opportunities and set yourself up for a successful 2025. Here are a few strategies to consider: 1. Maximize Retirement Contributions: Ensure you're contributing the maximum allowable amount to your retirement accounts to benefit from tax-deferred growth. 2. Harvest Tax Losses: Offset capital gains by selling underperforming investments, which can help reduce your taxable income. 3. Charitable Contributions: Consider making donations to qualified charities to potentially lower your taxable income while supporting causes you care about. 4. Review Your Withholdings: Check your tax withholdings to avoid surprises come tax season and make adjustments if necessary. 5. Utilize Tax Credits: Explore available tax credits, such as education or energy efficiency credits, to reduce your tax liability. 6. Required Minimum Distributions (RMDs): If you're 73 or older or inherited an IRA, ensure you've taken your RMDs from retirement accounts to avoid hefty penalties. Don't let the year end without taking action! Book an appointment with us today to discuss how these strategies can be tailored to your unique financial situation. https://hubs.li/Q02_PSfy0 #GoTogether #YearEndPlanning #TaxStrategies #AdamsWealthAdvisors

🎉 Exciting News! 🎉 We are thrilled to announce that Adams Wealth Advisors has been named one of the 2024 Best RIAs to Work For by Financial Planning, ranking #15 in the nation! This prestigious recognition highlights our commitment to creating an empowering and supportive work environment where our team can thrive. We are incredibly proud of our dedicated staff who make our success possible every day. To learn more about this achievement, click the link below: https://hubs.li/Q02_PFwc0 #GoTogether #BestRIAstoWorkFor #AdamsWealthAdvisors DISCLAIMER: Awards for 2024 Best RIAs to Work for were awarded to the firm on 12/10/2024. The award was based on an employer questionnaire and anonymous employee survey and was awarded by Financial Planning and Best Companies Group. AWA did not provide any compensation to Financial Planning or Best Companies Group for entry or use of the 2024 Best RIAs to Work for award.

Adams Wealth Advisors is honored to be involved in the Cache Education Foundation’s annual Christmas Tree Jubilee! This year, we proudly donated multiple beautifully decorated Christmas trees, which were auctioned off to support the Foundation's charitable efforts in the classroom, particularly through technology grants. We are also proud to have several of our employees actively involved with the Cache Education Foundation, serving as board members, Jubilee committee members, and volunteers. Their dedication underscores our commitment to enhancing educational opportunities in our community. The Christmas Tree Jubilee has a rich history, having raised over $600,000 to benefit students in the Cache County School District. We are grateful to contribute to this wonderful cause and extend our heartfelt gratitude to everyone involved for their generosity. Your support makes a significant impact on the lives of students in our community. Thank you for joining us in spreading holiday cheer and supporting local education! #GoTogether #ChristmasTreeJubilee #AdamsWealthAdvisors

We’re thrilled to celebrate our CIO, Cormac Murphy, CFA, for being named one of InvestmentNews' “Best Wealth Managers & Advisors Under 40” Rising Stars! This national recognition is awarded to top professionals selected from over 1,000 applicants by a panel of industry experts. Click the link below to learn more about this prestigious award and Cormac’s accomplishments: https://hubs.li/Q02ZczbB0 #GoTogether #RisingStar #AdamsWealthAdvisors DISCLAIMER: The 2024 Rising Stars was awarded by InvestmentNews on 11/20/2024 and is based on entries in July 2024. AWA did not provide any compensation to InvestmentNews for entry or use of the 2024 Rising Stars Award.

We’re thrilled to announce that Adams Wealth Advisors has been recognized as one of America's Top Financial Advisory Firms for 2025 by Newsweek! 🎉 This recognition reflects the hard work, dedication, and commitment of our team to providing exceptional financial guidance to our clients. We are incredibly grateful for the trust our clients place in us and for the continued opportunity to help them achieve their financial goals. Thank you to our amazing clients and team members for making this achievement possible! We look forward to continuing to serve you with excellence in the years to come. To learn more about the ranking, check out the full list here: https://hubs.li/Q02YVK1G0 #GoTogether #NewsworkTopAdvisoryFirms #AdamsWealthAdvisors Newsweek’s America’s Top Financial Advisory Firms for 2025 was awarded on 11/19/2024 and is based on data collected independently by Newsweek. Past performance is not indicative of future results.

This month, we’re diving into how the recent election results are influencing market movements and what that could mean for investors. Plus, we share our outlook on the economy as we approach year-end—don’t miss these key insights to stay informed! Click the link below to learn more. https://hubs.li/Q02YqTfd0 #GoTogether #MarketUpdate #AdamsWealthAdvisors

🎃 Happy Halloween from all of us at Adams Wealth Advisors! We hope your day is filled with fun, laughter, and a little bit of wizardry. Stay safe and enjoy the festivities! 🧹✨ #GoTogether #HappyHalloween #AdamsWealthAdvisors

Curious about the forces driving the market's recent surge? From tech rebounds to shifting interest rates, our latest market update unpacks the key factors influencing investor sentiment. Discover how we're navigating the complexities of geopolitical tensions and economic shifts. Click the link to learn more! https://hubs.li/Q02TYQgS0 #GoTogether #MarketUpdate #AdamsWealthAdvisors