Author: Urban Adams

Urban Adams is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Urban Adams also offers insurance brokering services, this is considered an outside business activity from Dynamic Wealth Advisors and is separate and apart from Mr. Adams’s activities as an investment advisor representative of Dynamic Wealth Advisors.

An Uncommon Retirement Plan: GoFundMe

Investing

I happened upon a story published by a local news outlet here in the Phoenix, Arizona area recently, and needless to say, the headline caught my attention. The headline read: “Woman, 91, Raises $60,000 for Retirement on GoFundMe.” I want to make it very clear that I am in no way being critical of the woman featured in the article for raising funds for her retirement in this manner. There is absolutely no way to know exactly what circumstances led to her pursuing this retirement option. This is also not the first time I have seen an article like this, and unfortunately…

Read More

The Gap Between Services Expected and Received

Business

Several months ago, I came across a study regarding the gap between services expected and services received by clients of financial advisors. I will say that the results were somewhat concerning. With a variety of different types of advisory practices, it is likely safe to say that not all advisors offer an identical set of services. The study, conducted by Spectrem Group found that after “Investment Management”, there was a significant drop off from what participants in the survey received versus what they expected. You can find the link to the research here. As an advisor, the survey gave me…

Read More