Separating Emotions from Investing is Key to Surviving Coronavirus.

These last few weeks have been a roller coaster. We have been talking to you about what we’re doing and what you can do in this time of uncertainty. We’re encouraging everyone: don’t let fear rule your finances. Many of you have developed a financial plan to achieve successful retirements and we’re very thankful that  Read more ➝

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Investment Update: Did the Market Just Catch a Cold, or Is It Terminally Ill?

The Coronavirus has impacted many communities and economies around the world, not just in countries where the disease is found. I’d like to share our perspective on a few hopeful trends and warning signs we are diligently watching. First and foremost, we hope for good health and wellness for you and your families.   Our  Read more ➝

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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 ➝


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 ➝