ADK Wealth Advisory Group

09/18/2026

In this market update, Dan Davis discusses the strength of corporate earnings and the economy as markets move further into the late stage of the economic cycle. He highlights key risks, including oil prices, consumer sentiment, and AI, while explaining the portfolio’s plan to gradually reduce risk and equity exposure over the next 12 months. He also previews the next update on the bond market, Federal Reserve policy, and the potential for an AI bubble.

In this market update, Dan Davis discusses the strength of corporat...

07/24/2026

In this market update, Dan Davis shares his outlook on the economy and markets, highlighting the strength of the U.S. and global economy despite ongoing uncertainty. He discusses opportunities in emerging markets, expectations for interest rates, and why corporate earnings will be a key focus in the months ahead.

In this market update, Dan Davis shares his outlook on the economy ...

06/26/2026

Dan Davis is joined by Sherri Coates, co-founder of Care Patrol, to discuss elder care and how families can navigate the challenges of caring for aging loved ones. They cover when to consider additional care, how to avoid caregiver burnout, and ways to protect seniors from fraud and scams.

Dan Davis is joined by Sherri Coates, co-founder of Care Patrol, to...

12/31/2025

In our year-end update, Dan reflects on the market year where early uncertainty gave way to stronger-than-expected growth. Both stocks and bonds delivered solid results, exceeding initial expectations as markets proved more resilient than expected.

Looking ahead, the economic outlook remains constructive with a low risk of recession, supported by continued spending. Dan also highlights that emerging risks remain, underscoring the importance of staying attentive in the year ahead.

In our year-end update, Dan reflects on the market year where early uncertainty gave way to stronger-than-expected growth. Both stocks and bonds delivered so...

11/21/2025

Given recent market declines, we thought an update would be helpful. If you have any questions, please don’t hesitate to contact us at any time.

-Dan and Team ADK

Given recent market declines, we thought an update would be helpful. If you have any questions, please don’t hesitate to contact us at any time.-Dan and Team...

09/26/2025

ADK Market Update Q3 2025

In our latest market update, Dan discusses how the markets have performed throughout the year: both stocks and bonds have delivered positive returns—stocks have exceeded targets since April lows, while bonds are aligning with expected 5–7% gains.

Despite slower economic growth, Fed rate cuts are supporting a soft landing, and financial dashboards show few signs of recession. International valuations have risen while U.S. markets continue to trade at a premium amid a weakening dollar and tariff pressures, suggesting continued choppiness but overall optimism through late 2025.

In our latest market update, Dan discusses how the markets have performed throughout the year: both stocks and bonds have delivered positive returns—stocks h...

08/01/2025

Erica Kurowski, youngest daughter of Rich and Marsha Kurowski was recently married to Oli Posgate. The wedding took place at St. Comghall Church in County Cork Ireland. After a quick stop on the way at Minihan's Pub, the reception took place at Whitehall in County Cork.

We're wishing Erica and Oli the very best as they embark on the next chapter of their lives!

06/06/2025

ADK Market Update June 2025

Check out the latest market updates from Dan and Team ADK.

Dan breaks down recent market moves—from the peak on February 19th through a measured decline in early April and signs of recovery through May. He explains how ongoing trade tariff uncertainties with key global markets have impacted market positioning, and why our team is holding a risk-neutral stance amid slowing growth and unpredictable economic cycles.

Check out the latest market updates from Dan and Team ADK. Dan breaks down recent market moves—from the peak on February 19th through a measured decline in e...

04/02/2025

ADK Market Update March 2025

March has tested the resilience of markets, wiping away the strong gains of January and February. Amid this choppiness, we're witnessing growth markets pull back while value remains steady. The bond market was up 2.75%.

As tariffs and trade uncertainties drive volatility, we see no recession risk in the next 12 months and only moderate likelihood over the next 2 years. Dive into our latest Market Update video to explore what’s next.

March has tested the resilience of markets, wiping away the strong gains of January and February. Amid this choppiness, we're witnessing growth markets pull ...

02/28/2025

Do you like wh***ey? Scottie Kenley and I were recently invited to Jack Daniels' 12 and 14 year rollout. The evening was spectacular and was hosted in the office we meet clients (after hours of course) in Franklin.

Chris Fletcher, JD's Master Distiller, informed us these types of aged products have not been rolled out since the early 1900s. The 12 year was my caramel jam. The 14 year was too much heat for me so I missed the fruity notes being described.

What is your favorite bourbon/wh***ey?