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 2Q24
Dear Ambassador Family, As the vibrant spirit of spring blooms around us, we’re thrilled to reconnect with you in this quarter’s newsletter! Investment Update: Enhancing Your Diversification Just because the S&P 500 is close to all-time highs does not mean everything else is. We remain concerned about inflation, interest rates, and market valuations. To be Read more ➝
Client Newsletter 4Q23
Dear Ambassador Family, It’s the season of change! We have officially welcomed Fall and completed our merger with Charles Schwab. My team appreciates your patience as we continue to make sure everything is in good order. You are now able to log in and view your accounts through Schwab Alliance. If you have not already Read more ➝
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 2Q23
Dear Ambassador Family, Spring is here and tax season is officially behind us! Let’s dive into the second quarter of 2023. If you recall from my January newsletter, we have been cautious and on the defense. This remains true, especially as current events unfold. I also urged you to take on a strategy of emotional Read more ➝
Investment Update: September 2022
AWM has diversified your investments beyond just traditional stocks and bonds. Introduction to the newest strategy in your portfolio (it’s not fixed income) Opportunities for other positions in your “diversified” sleeve “Don’t put all your eggs in one basket.” 2022 has been a good illustration of this saying for investors. Both stocks and bonds declined. Read more ➝
Investment Update: May 2022
Dear Ambassador Family, Here’s A Brief Update on Your Investments: As recently mentioned in the quarterly newsletters in January and April, your portfolios entered the new year with a moderately cautious stance. We still maintain that same view. Monitoring economic and corporate earnings data thus far reported it is possible that the choppy volatility in Read more ➝
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 ➝
Investment Update: February 2022
Given the recent market volatility, I want to update you on how we are managing your portfolios. We are reviewing each account and making any necessary adjustments to reflect your personal investment strategies. Update on Your Investments As recently mentioned in the quarterly newsletter in January, your investments entered the new year with a moderately Read more ➝