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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 ➝

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Client Newsletter 1Q21

Dear Ambassador Family, I hope you enjoyed a Merry Christmas and a wonderful New Year! Our office is looking forward to what this new year will bring. Quick Recap of 2020 A quick glance at your December statement might give you the impression that 2020 was smooth sailing. Unfortunately, that was not the case. Do  Read more ➝

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Client Newsletter 3Q20

Dear Ambassador Family, What a whirlwind 2020 turned out to be. We just experienced a six-month sprint through a global pandemic, new laws, record-breaking unemployment, the loss of loved ones, and the disruption of everyone’s personal and professional lives. (For a quick recap of 2020, read through the box on the below.) Six months of  Read more ➝

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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 ➝