Client Newsletter 3Q24
Dear Ambassador Family, I hope you are staying cool in our July heat. The second half of 2024 promises to be eventful with the upcoming presidential election. Let’s dive into our updates and thoughts. Market Outlook: Don’t Get Carried Away with Last 9 Months, Clouds Are Gathering The market’s rally over the last 9 months Read more ➝
Retirement Planning Strategies: 7 Year-End Mistakes to Avoid
As we approach the end of 2018, advisors of all disciplines have the special opportunity to remind clients of their value by showing that they understand their client’s personal situation. This is especially true for retirement and tax planning strategists. It’s easy for clients to feel lost, make poor decisions, and suffer major consequences if Read more ➝