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 ➝
Client Newsletter 4Q21
Dear Ambassador Family, 2021 has been a bumpy ride, and I shared why in my last newsletter. As we head into the fourth quarter, I want to give you access to new strategies, address inflation, and speculate what’s to come after the holiday season. Let’s dive in. Are You Looking for a Unique Strategy? You Read more ➝
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 ➝
Client Newsletter 2Q21
Dear Ambassador Family, Happy Spring! It’s time to talk about a subject most of us would rather avoid (but can’t): Taxes! “It’s not what you earn that matters, but it’s what you keep.” You have heard me repeat this saying over the years. But I want you to take this to heart. I’ll share a Read more ➝
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 ➝