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 ➝


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 ➝

white ceramic mug on white table beside black eyeglasses

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 ➝