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 ➝


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 ➝


Client Newsletter 1Q21

Dear Ambassador Family, I hope you enjoyed a Merry Christmas and a wonderful New Year! Our office is looking forward to what this new year will bring. Quick Recap of 2020 A quick glance at your December statement might give you the impression that 2020 was smooth sailing. Unfortunately, that was not the case. Do  Read more ➝


Investment Update and Comments on Jobs (How Many and How We Work)

We wanted to address a couple of points following last week’s update. As a reminder, the market’s recent choppiness after strong gains since March does not surprise. We have gone slightly more defensive in your portfolios.   High Unemployment The spike in unemployment from below 4% last year to over 10% this year is blamed  Read more ➝

shallow focus photograph of black and gray compass

Investment Update: February 2020 

Due to recent market volatility, I wanted to give you a quick update on how we are reducing risk exposures while staying the course on your unique needs and goals. We are reviewing every account and making necessary adjustments to reflect your individual investment strategies. Here is a brief overview: Since January, we have grown  Read more ➝