Client Newsletter 2Q23
Dear Ambassador Family, Spring is here and tax season is officially behind us! Let’s dive into the second quarter of 2023. If you recall from my January newsletter, we have been cautious and on the defense. This remains true, especially as current events unfold. I also urged you to take on a strategy of emotional Read more ➝
Investment Newsletter 4Q19
Investment Newsletter 4th Quarter 2019 US Recession: To Be or Not to Be? That Is the Question! Brief Investment Update On the macro side, not a lot has changed from our last newsletter. The US economy looks relatively better than the Rest of the World. Global growth in general is tepid to challenged. Controversy Read more ➝
Client Newsletter 4Q19
Client Newsletter 4th Quarter 2019 Getting Ready for the Holidays Letter from the President: Petr Burunov, CFP® Dear Ambassador Family, This summer was a whirlwind. On July 9th, I received a heartbreaking call from my family in Sacramento. My cousin was in a fatal motorcycle accident. Passing away at the young age of 38, he Read more ➝
Investment Newsletter 3Q19
Investment Newsletter 3rd Quarter 2019 “Dull” quarter? Not really… Dear Ambassador Family, We have not changed much since the last letter – 3 on a scale of 1 to 5. The strong rally in 1q19 is flattening out as corporate fundamentals are modest but solid. Low interest rates thus far have limited downside. Since Read more ➝
Client Newsletter 3Q19
Client Newsletter 3rd Quarter 2019 Getting Ready for the Summer Letter from the President: Petr Burunov, Financial Planner Dear Ambassador Family, This summer, I hope you are able to enjoy the sunshine and outdoors with your loved ones. I’d like to share some exciting things to come in the months ahead and review this Read more ➝
Investment Newsletter 2Q19
An Update on Our View of the World After one of the worst quarters in a couple of years, risk assets recovered strongly in 1q19. Stocks, commodities, and bonds, for the most part, posted positive gains. Possible reasons include: Continued strong corporate profits especially in the US Economic growth in US still positive though weaker Read more ➝
Investment Newsletter 1Q19
An Update on Our View of the World We had started 2018 being cautiously optimistic on prospects for asset returns in 2018. We did not expect to see returns repeat as strongly for 2018 as in 2017. Yet, we had a moderately positive bias due to: Corporate profits remaining healthy Accommodating, but tighter, monetary policy Read more ➝
Client Newsletter 4Q18
Letter from the President: Empowering You to Live with Purpose Petr Burunov President/Financial Planner Dear Ambassador Family, Summer is over and our head is in the game! Website: We sent you an email in the middle of August announcing the official launch of our new website and resource center. As you know, we were Read more ➝
Investment Newsletter 4Q18
Your Investments: Update on Asset Allocation: U-S-A, U-S-A Stuart P. Quint III, CFA Managing Director, Investments and Compliance October 3, 2018 Dear Ambassador Family: In August, we made some tweaks to many of your portfolios. The net result is that they have become a little more defensively relative to the start of this Read more ➝