Client Newsletter 1Q20

Dear Ambassador Family, I hope you enjoyed a Merry Christmas and a wonderful New Year! In 2019, I saw great success stories in our client’s lives. I want to congratulate those who invested in themselves to confidently walk into the next chapter of their lives. We have families who: Retired successfully Paid off their debts  Read more ➝

October Volatility Update

October Volatility Update: Near-Term Caution, But Looking for Opportunity

We wanted to give you a brief update on your investments since our last client letter to you. As you might recall, we took risk down in your portfolio(s) in August.  Since then, we have made some further adjustments to become more defensive. Market volatility has returned, and prices have corrected accordingly, particularly in equities.   Read more ➝