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 ➝

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Client Newsletter 3Q21

Dear Ambassador Family, A lot has changed since my last newsletter. Vaccine rollouts have allowed most businesses to resume life as normal.  June and July brought scorching temperatures and inflation. Summer is only halfway done. Let’s jump into an investment update, an economic bubble, and some talk about taxes. Investment Update Since our last newsletter,  Read more ➝