Adams Financial

Since 1994, Adams Financial has become one of North Carolina's most client-focused financial services and investment management firms.

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Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and Registered Investment Advisor. Cetera is under separate Ownership from any other named entity.

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Along with the NYSE, Nasdaq, and US bond markets, our office will be closed on Friday, June 19th in observation of the Juneteenth National Independence Day federal holiday.

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Along with the NYSE, Nasdaq, and US bond markets, our office will be closed Monday, May 25th in observation of the Memorial Day holiday.

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Here we go again. We're back to a moment where economic slowdowns seem imminent. This time the trigger is inflation and a decay in investor confidence caused by surging oil prices after the US attacked Iran. Lyn Adams looks at the chaos: https://t.co/UMK5NVdfmh.

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Along with the New York Stock Exchange, Nasdaq, and US bond markets, our office will be closed Monday, February 16th in observation of the Presidents Day federal holiday.

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The Child Tax Credit is receiving updates for 2026:
o Credit Amount - Increases to $2,200 per eligible child
o Future Adjustments - The credit will be indexed for inflation in subsequent years

Your child must have a valid Social Security number.

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Starting in 2026, you might be able to deduct cash donations to qualified charitable organizations even if you take the standard deduction and don't itemize.

Deduction Limits:
o Single Filers - Up to $1,000
o Married Filing Jointly - Up to $2,000

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Important changes for 2026: The One Big Beautiful Bill Act makes updates to standard deductions.

New Standard Deduction Amounts:
o Married Filing Jointly — $32,200
o Head of Household — $24,150
o Single or Married Filing Separately — $16,100

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Along with the NYSE, Nasdaq, and bond markets, our office will be closed Monday, January 19th in observation of the Martin Luther King, Jr. holiday.

A schedule of Triangle events commemorating MLK Day may be found at https://t.co/hMSh8V63UG.

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Each year, we think about the market lessons we learned (or re-learned) over the past 12 months. Research shows that people who take time to reflect on the past, perform better in the future. Here are 5 lessons we learned in 2025: https://t.co/R9ElXvvGQx

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WE’VE MOVED! As we kick off the New Year, we’ll be doing so in our new office in Regency Park. Our new address is:

8000 Regency Parkway | Suite 580
Cary, NC 27518

As we begin our fourth decade, we look forward to serving you from our new location!

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Our office will be closed Thursday, November 27th for Thanksgiving and open Friday, November 28th by appointment only. Happy Thanksgiving, y'all!

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The Centers for Medicare & Medicaid Services has released Medicare Part A and Part B premiums and deductibles for 2026. Part B premium: $202.90 per month (previously $185); Part B deductible: $283 (previously $257); and Part A inpatient deductible: $1,792.

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It's hard to believe 2025 is almost over! End of the year is a busy time for everyone—and busy for us with year-end tax and planning items. With only 7 weeks left in 2025, we'd like to share some things to think about as we near year-end: https://t.co/df1XcopTqL.

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Beyond the headlines and by the numbers—a digest of this week's top financial news for October 6, 2025: https://t.co/ASB9gvjGvu

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It’s FAFSA time! As your student prepares for college, they can now (10/1) fill out a Free Application for Federal Student Aid (FAFSA) for the upcoming school year. Go to https://t.co/YPsxRUN3dp. It'll only take about an hour, but could mean big savings!

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The government shut down last Wednesday after Congressional Democrats and Republicans failed to agree on funding. A week later the two parties still appear far apart. Is this a "typical" shutdown or is something different this time around? https://t.co/dLN5lcA0DD