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 ➝
3 Ways Reaching for Income Can Make You Broke
Many people need additional sources of income. This need becomes acute as people enter retirement. Precisely where people have the greatest need is also when they are most vulnerable to misunderstanding. Making mistakes with income risks lowering your future standard of living. We continuously run into clients who seek income, but who have misunderstood what Read more ➝