Client Newsletter 2Q22
Dear Ambassador Family, Happy Spring! We have a lot to talk about this quarter. Let’s jump right in! 2022 Will Be a Difficult Year Over the next couple of years, we expect the economy to struggle. We are taking proactive steps to ensure that, as the economy rotates and challenges come and go, each client’s Read more ➝
Client Newsletter 1Q22
Dear Ambassador Family, Tempered Outlook on the New Year Investments at times decline even if bull markets were to continue. Most of you know and expect this. However, this reality particularly hits hard for those who spend too much time watching screens or expect to live off their money, in vain hoping that it keeps Read more ➝
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 ➝
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 ➝
Investments 101: What Can Bonds Tell Us about the Economy?
“The stock market has predicted 9 of the past 5 recessions.” Paul Samuelson (Nobel Prize-winning economist in 1966 Newsweek article) There is a better weathervane than stocks to forecast if the economy has hit the skids. Please let us know of any questions. Watch Treasury bond yields, not stocks, to know when to worry. Yields Read more ➝
Investment Dashboard 2018 (Part 2: Economies: US and International)
Believe it or not, we have now enjoyed a bull market running through the last decade. What information will help us to know if a bull or a bear is around the corner? When I started my career nearly 30 years ago, the challenge was too little information. The Wall Street firm for whom I Read more ➝