Client Newsletter 4Q21
Dear Ambassador Family, 2021 has been a bumpy ride, and I shared why in my last newsletter. As we head into the fourth quarter, I want to give you access to new strategies, address inflation, and speculate what’s to come after the holiday season. Let’s dive in. Are You Looking for a Unique Strategy? You Read more ➝
Client Newsletter 2Q21
Dear Ambassador Family, Happy Spring! It’s time to talk about a subject most of us would rather avoid (but can’t): Taxes! “It’s not what you earn that matters, but it’s what you keep.” You have heard me repeat this saying over the years. But I want you to take this to heart. I’ll share a Read more ➝
Client Newsletter 3Q20
Dear Ambassador Family, What a whirlwind 2020 turned out to be. We just experienced a six-month sprint through a global pandemic, new laws, record-breaking unemployment, the loss of loved ones, and the disruption of everyone’s personal and professional lives. (For a quick recap of 2020, read through the box on the below.) Six months of Read more ➝
Do We Stay or Do We Go?
Summer weather might bring some relief from the COVID-19 pandemic, but life as we knew it just won’t be the same. Businesses have closed, people have lost jobs, and others are required to take unpaid time off. How on earth can you afford a fun summer for the family? Here are our best staycation ideas: Read more ➝
Separating Emotions from Investing is Key to Surviving Coronavirus.
These last few weeks have been a roller coaster. We have been talking to you about what we’re doing and what you can do in this time of uncertainty. We’re encouraging everyone: don’t let fear rule your finances. Many of you have developed a financial plan to achieve successful retirements and we’re very thankful that Read more ➝
Investment Update: Did the Market Just Catch a Cold, or Is It Terminally Ill?
The Coronavirus has impacted many communities and economies around the world, not just in countries where the disease is found. I’d like to share our perspective on a few hopeful trends and warning signs we are diligently watching. First and foremost, we hope for good health and wellness for you and your families. Our Read more ➝