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 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 1Q19
Why a Financial Plan Is So Important! Dear Ambassador Family, Happy New Year! In order to think ahead, I believe it is critical to reflect objectively on the past. Let’s do both in this letter. We will discuss the benefits of having an up-to-date, strategic financial plan. Then I will explain how we sought 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 ➝
Client Newsletter 3Q18
Letter from the President: Empowering You to Live with Purpose Petr Burunov President/Financial Planner Dear Ambassador Family, We keep adding new ways to serve you. Stuart just celebrated his first year with us. We brought him in to upgrade the management and trading of your investments. His mandate is to manage your money not Read more ➝
Client Newsletter 2Q18
Letter from the President: Empowering You to Live with Purpose Petr Burunov President/Financial Planner Dear Ambassador Family, We are keeping our eye on the ball. In the midst of the enhancements we are striving to implement at Ambassador Wealth Management, I have gained a renewed appreciation of helping you with strategic and holistic thinking. Read more ➝
Client Newsletter 1Q18
Letter from the President: Ramping Up to Deepen Our Relationship with You in 2018 Petr Burunov President/Financial Planner Going from “I” to “We” Focusing on Clients Like You (and Shedding Others Who Are Not) Adapting Technology to Expand Our Services for Clients Like You Dear Clients, Welcome to the Ambassador Family! Nearly three years Read more ➝