Client Newsletter 1Q25
Dear Ambassador Family, Happy New Year! As we welcome 2025, we are excited to share some incredible news. Our firm has officially acquired Rodman & Associates, LLC, a highly respected CPA firm in Spokane, WA. This partnership allows us to expand the range of services we offer, bringing even greater value to you through integrated Read more ➝
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 ➝
Client Newsletter 1Q24
Dear Ambassador Family, Happy New Year! I hope you had a wonderful Christmas season. Our Strategy Remains Defensive We have been fairly conservative since late 2021. It served portfolios well in 2022 and entering into last November, it also helped. Market valuation was high, and earnings estimates outside of a few names (AI) were flat Read more ➝
Client Newsletter 4Q23
Dear Ambassador Family, It’s the season of change! We have officially welcomed Fall and completed our merger with Charles Schwab. My team appreciates your patience as we continue to make sure everything is in good order. You are now able to log in and view your accounts through Schwab Alliance. If you have not already Read more ➝
Client Newsletter 1Q23
Dear Ambassador Family, I hope you enjoyed a Merry Christmas and a wonderful New Year! Let’s dive right in and look at the first quarter of 2023. Our Strategy is Defensive As we enter 2023, for now we continue with a cautious bent. The bulls believe the Fed will relent on hiking interest rates in Read more ➝
Client Newsletter 4Q22
Dear Ambassador Family, 2022 has been a momentous year! It has reminded us that investments do not just travel in one upward direction. We will discuss how we see things near and longer term. In short, we still lean toward playing defense, though we could see temporary reprieve in the markets. We have emphasized defense, Read more ➝
Client Newsletter 3Q22
Dear Ambassador Family, I hope you are enjoying a wonderful summer so far! In my April newsletter, I shared my thoughts and predictions that 2022 would be a difficult year. Let’s jump in and see what’s changed since the second quarter. Let’s Recap 2022 Thus Far 2022 has been a challenging year (and we are Read more ➝
Client Newsletter 2Q22
Dear Ambassador Family, Happy Spring! We have a lot to talk about this quarter. Let’s jump right in! 2022 Will Be a Difficult Year Over the next couple of years, we expect the economy to struggle. We are taking proactive steps to ensure that, as the economy rotates and challenges come and go, each client’s Read more ➝
Client Newsletter 1Q22
Dear Ambassador Family, Tempered Outlook on the New Year Investments at times decline even if bull markets were to continue. Most of you know and expect this. However, this reality particularly hits hard for those who spend too much time watching screens or expect to live off their money, in vain hoping that it keeps Read more ➝