Skip to main content
menu
  • Home
  • About
    • Our Team
    • Our Process
    • Who We Serve
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Estate Planning
    • Asset Management
  • Resources
    • Blog
    • About LPL Financial
    • In The Media
    • Useful Links
  • AccountView/WealthVision
  • Contact

Blog

Kelli Bolton | Jan 13, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management

You know how life tends to throw in a few plot twists?

They don't ask if you're ready. They just show up—with potential financial consequences tagging along.

A

Read More
Kelli Bolton | Dec 13, 2025

What 2025 Taught Us About Staying the Course

Investments
Finance
Risk Management
Retirement

Some years pass quietly. 2025 wasn't one of them.

Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested

Read More
Kelli Bolton | Nov 13, 2025

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Estate Planning
Family
Health
Disability
Insurance
Risk Management

These conversations aren’t easy.

Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe

Read More
default blog image
Kelli Bolton | Oct 13, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
Kelli Bolton | Sep 13, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

Read More
default blog image
Kelli Bolton | Aug 13, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

Read More
default blog image
Kelli Bolton | Jul 13, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

Read More
default blog image
Kelli Bolton | Jun 13, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
Kelli Bolton | May 13, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

Read More
Kelli Bolton | Apr 13, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

Read More
Kelli Bolton | Mar 26, 2025

What's next for markets and the economy?

Investments
Markets have been on a roller coaster, and investors are asking: Is a bear market on the way?
Read More
Kelli Bolton | Mar 14, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

Read More

Pagination

  • Current page 1
  • Page 2
  • Next page Next ›
  • Last page Last »

Take The First Step Towards A Secure And Fulfilling Retirement.

Schedule a consultation with our trusted financial advisors.

Book a Consultation Today!

Office

17950 Preston Road,
Suite 350
Dallas TX 75252

Contact Info

  (214) 446-0977
  (214) 446-0978
  clint.adams@adams-wealth.net

Connect on Social 

Leave a message

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, CO, FL, IL, KY, LA, MO, OK, TX, WA.

© 2026 Adams Wealth Management. All rights reserved.