Client Newsletter 2Q21
Dear Ambassador Family, Happy Spring! It’s time to talk about a subject most of us would rather avoid (but can’t): Taxes! “It’s not what you earn that matters, but it’s what you keep.” You have heard me repeat this saying over the years. But I want you to take this to heart. I’ll share a 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 ➝
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 ➝