
Client Newsletter 1Q25
Dear Ambassador Family, Happy New Year! As we welcome 2025, we are excited to share some incredible news. Our firm has officially acquired Rodman & Associates, LLC, a highly respected CPA firm in Spokane, WA. This partnership allows us to expand the range of services we offer, bringing even greater value to you through integrated Read more ➝

Client Newsletter 3Q24
Dear Ambassador Family, I hope you are staying cool in our July heat. The second half of 2024 promises to be eventful with the upcoming presidential election. Let’s dive into our updates and thoughts. Market Outlook: Don’t Get Carried Away with Last 9 Months, Clouds Are Gathering The market’s rally over the last 9 months Read more ➝

3 Ways You Can Protect Your Heirs and Yourself
How can you be sure the inheritance your heirs receive will not damage their lives? “Sudden wealth” (inheritance) is when a person receives a large sum of money quickly. Examples of “sudden wealth” include: Being named a beneficiary in a trust Winning money from litigation (such as a class action lawsuit) Insurance payoff (such as Read more ➝