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Jarrod Adams Investing LLC

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Jarrod Adams Investing LLC

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I help people that:
- Are opportunist
- Want to build wealth that lasts I’m looking forward to your call.

My name is Jarrod Adams, and I am the founder and sole owner of Adams Investing, a fully independent, fee-only financial services firm offering highly customized portfolio management, comprehensive financial management, and retirement planning services to high-income, highly motivated individuals who would rather spend their time racing toward an adrenaline rush than worrying about their money. As your Registered Investment Advisor (RIA), I can help you:

• Build and manage your customized investment portfolio
• Organize your personal finances to ensure cash flow and minimize taxation
• Design a flexible retirement plan to support your lifestyle in the future

If you’re ready to work with an experienced personal advisor who makes your long-term financial success a number-one priority and offers complete transparency, call me on my cell at 704-996-4243 any time, or email me to set up a time that works in your busy schedule. Important Disclosures:

Form ADV:https://adamsinvesting.com/wp-content/uploads/2022/07/FormADV2A-2B_JarrodAdams_20220303_Final.pdf

All investing is subject to risk, including [possible loss of principal. Jarrod Adams Investing, LLC (“JAI”) is a Registered Investment Advisor (“RIA”), registered State of North Carolina. JAI provides asset management and related services for clients nationally. JAI will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (“SEC”), as applicable. JAI renders individualized response to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. The web site is intended to provide general information about JAI, it is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. JAI does not guarantee the accuracy of the information contained in this web site. The information is of general nature and should not be construed as investment advice. JAI will provide all prospective clients with a copy of our current Form ADV, Part2 (“Disclosure Brochure”) prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time you can view our current Form ADV, Part2 on our web site in addition, you can Contact Us to request a hardcopy. If you have any questions regarding Compliance and Regulatory information please contact us.

09/17/2026

Retire right before a market crash and the same downturn can hurt far more than it would have a few years earlier. This is the risk almost nobody plans for. ⚠️
While you’re working, a crash is uncomfortable — but you’re still adding to your portfolio, buying in at lower prices, and giving your money years to recover.
The moment you retire, that flips. You’re no longer contributing. You’re withdrawing. And pulling income out of a portfolio that’s already down forces you to sell more shares to cover the same expenses — locking in losses you never get back.
It has a name: sequence of returns risk. It’s why two people with identical savings can retire the same year and end up in completely different places, based on nothing but when the market fell.
The good news? It’s plannable. This is exactly what building a retirement income strategy is meant to protect against.
In it with you,
Jarrod
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This content is for educational purposes only and does not constitute investment, tax, or financial advice. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Consult a qualified financial professional before making decisions based on your individual circumstances. Jarrod Adams Investing is a registered investment adviser.

09/17/2026

A 30% drop hits a 45-year-old and a 66-year-old completely differently. Here’s why the timing matters more than the number. 📉
At 45, you’re likely still contributing — and you have years, even decades, for your portfolio to recover. A downturn can actually work in your favor, letting you buy in at lower prices.
At retirement, the math changes. You’re drawing income instead of adding to it, so a big drop early on can do lasting damage to how long your money lasts.
Same 30% crash. Two very different stories.
This is why when a downturn happens matters just as much as whether one happens — and why building a plan around your stage of life beats reacting to headlines.
In it with you,
Jarrod
—
This content is for educational purposes only and does not constitute investment, tax, or financial advice. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Consult a qualified financial professional before making decisions based on your individual circumstances. Jarrod Adams Investing is a registered investment adviser.
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09/15/2026

What happens when markets crash? 📉

We stress test client portfolios against scenarios like 2008, the dot-com bubble, and COVID—so you know what to expect before it happens.

This isn’t about predicting the market. It’s about realistic expectations and staying focused on your long-term plan, not the noise. 📈

Ready to stress test your portfolio?

Link in bio 🔗

⚠️ Educational info only—not personalized financial advice. Past performance ≠ future results. Your situation is unique. Always consult a qualified advisor before major financial decisions.

Jarrod Adams Investing LLC • Fee-only fiduciary RIA (NC) • Schwab custodian

Questions? [email protected]

09/12/2026

A 50% market drop isn't a black swan. It's history repeating. 📉

Most people think a crash that severe is a once-in-a-generation catastrophe you could've dodged if you were just smart enough.

But it happened in 2000. It happened in 2008.

Berkshire Hathaway—one of the greatest companies ever built—lost more than half its value in the '08 financial crisis. Amazon has had multiple 50% drops. So has Apple.

These weren't bad investments. They were the best investments of the last 30 years.

Here's the part that matters: the drops didn't define the outcomes. The behavior during the drops did.

The investors who got hurt weren't the ones who owned the stocks. They were the ones who sold—at the bottom, in the red, making an emotional decision at exactly the wrong moment. Locking in permanent losses and missing the recoveries that historically always came.

Your portfolio doesn't need you to be fearless. It needs you to not flinch.

Follow for practical, no-hype insights on staying invested when it counts.

⚠️ IMPORTANT DISCLOSURE
This is educational information only—NOT personalized financial advice. Past performance ≠ future results. Individual circumstances vary significantly. Before making financial decisions, consult a qualified advisor who can review your complete picture. Jarrod Adams Investing is a fee-only, fiduciary RIA registered in NC. Charles Schwab is our custodian.
More: adamsinvesting.com | Questions: [email protected]

09/11/2026

Stop panic selling during market volatility by mastering your risk tolerance. 📉

Learn how to structure your portfolio using a bucketing strategy to keep your investments secure. This guide explains why holding cash reserves protects your long-term wealth during downturns.

Subscribe for more practical investment strategy breakdowns.

⚠️ IMPORTANT DISCLOSURE This is educational information only—NOT personalized financial advice. Past performance ≠ future results. Individual circumstances vary significantly. Before making financial decisions, consult a qualified advisor who can review your complete picture. Jarrod Adams Investing is a fee-only, fiduciary RIA registered in NC. Charles Schwab is our custodian. More: adamsinvesting.com | Questions: [email protected]

09/10/2026

"Playing it safe" might be the riskiest thing you're doing with your money. 💸

Cash and bonds feel secure. But over time, they often quietly lose the race against inflation—and your purchasing power erodes while you're not looking.

The volatility you're avoiding? It's the price of admission for the growth that actually keeps you ahead.

In this breakdown, I unpack why sitting on the sidelines can cost you more than staying invested through the ups and downs.

👉 If you've ever worried about your savings account slowly losing value, watch this before you decide your strategy is "safe."

Follow for practical, no-hype insights on making your money work as hard as you do.

⚠️ IMPORTANT DISCLOSURE
This is educational information only—NOT personalized financial advice. Past performance ≠ future results. Individual circumstances vary significantly. Before making financial decisions, consult a qualified advisor who can review your complete picture. Jarrod Adams Investing is a fee-only, fiduciary RIA registered in NC. Charles Schwab is our custodian.
More: adamsinvesting.com | Questions: [email protected]

09/04/2026

What happens to your income when the stock market falls apart?

2020: One of the fastest market crashes in history. Meanwhile, SCHD's dividend increased by roughly 18%.

2022: Inflation hit a 40-year high. The broad market fell sharply. SCHD's dividend increased again — roughly 14%.

The stock price moved around. But the companies inside the ETF kept doing what they do best: generating cash and paying shareholders.

That's the real lesson for retirement income planning — stop watching the price tag and start watching the paycheck.

DISCLAIMER: Educational purposes only. Not investment advice or a recommendation to buy or sell any security. Past performance does not guarantee future results. Dividends are not guaranteed and may be reduced or eliminated.

09/03/2026

Here's a powerful hypothetical about dividend growth and retirement income.

Imagine you invested $1 million in SCHD ten years ago. In the beginning, that position could have generated roughly $30,000 in annual dividend income.

Fast forward to 2025. That same investment—without selling a single share—could have been generating roughly $81,000 a year.

That's an increase of more than 100% in annual income.

For perspective, cumulative inflation over that same decade was roughly 35%. The dividend income grew substantially faster.

This is why dividend growth matters so much for investors planning retirement income. You're not just buying a stock—you're buying a growing paycheck.

DISCLAIMER: This is a hypothetical illustration, not a prediction or guarantee of future results. Educational purposes only. Not investment advice. Dividends are not guaranteed and may be reduced or eliminated. Consult a qualified financial professional before investing.

09/02/2026

What if you stopped checking the stock price and only looked at your paycheck?

SCHD, the Schwab U.S. Dividend Equity ETF, increased its annual dividend from roughly $0.38 in 2015 to $1.05 in 2025. That's a decade of rising income—no market timing required.

Here's the bigger picture: when you're building toward retirement, it's not just about what the stock is worth today. It's about the steady income stream that funds your tomorrow.

📌 Share this with someone planning for retirement income.

DISCLAIMER: Educational purposes only. Not investment advice or a recommendation to buy or sell any security. Past performance does not guarantee future results. Dividends are not guaranteed and may be reduced or eliminated.

08/11/2026

Would you have more money if you invested in silver or the S&P 500? 🤔

We compared 15 years of returns and the answer might surprise you.

From 2011 to 2026: Silver nearly tripled. But the S&P 500? More than quadrupled. (Before dividends even kick in.)

In this quick breakdown, we show you:

✓ What $10,000 in each would be worth NOW
✓ Why stocks beat commodities over time
✓ How dividends change the game
✓ When silver actually makes sense

Turn up the sound and watch this.

Let me know in the comments: Did you guess correctly? 👇

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⚠️ Educational content only—not personalized financial advice. Past performance doesn't predict future results. Always talk to a qualified advisor before making investment decisions.

Jarrod Adams Investing | Fee-only, fiduciary RIA | Registered in NC | Charles Schwab

More info: adamsinvesting.com | Questions: [email protected]

&P500

Address

106 Langtree Village Drive Suite 301
Mooresville, NC
28117

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17049964243

Website

https://adamsinvesting.com/

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