Client Newsletter 3Q23
Dear Ambassador Family, I hope you are enjoying a wonderful summer! Let me update you on a few important topics. Why You Want to Keep Your Financial Plan Up to Date Only 2 years ago in 2021, we had a fantastic year in the markets. Sometimes, strong markets spur complacency. We made an effort to Read more ➝
Client Newsletter 1Q19
Why a Financial Plan Is So Important! Dear Ambassador Family, Happy New Year! In order to think ahead, I believe it is critical to reflect objectively on the past. Let’s do both in this letter. We will discuss the benefits of having an up-to-date, strategic financial plan. Then I will explain how we sought Read more ➝