Category Archives: Investment

Securing Your Retirement Plans

Retirement is probably the biggest milestone of the second “half” of life. Some face it with great anticipation, but some also face it with a good deal of apprehension. Many have two central questions: How much money will I need? How do I even know how much money I’ll need?   In order to seriously […]

Year-End Charitable Giving 2018

As we come to the end of the year, it is time to consider opportunities for last-minute giving to help the ministries, nonprofits and places of worship about which we are passionate.  These opportunities also enable donors to receive tax benefits they would not otherwise get.  Remember, in order to claim a deduction for 2018, […]

Active or Passive Management

Over the last two decades, there has been a marked increase in indexing, or passive management, over active management–where a manager or team of managers (like Ambassador Advisor’s wealth management team) actively manage a client’s portfolio. Many investors have shifted to low-cost mutual and exchange traded funds in an effort to capture better total return […]

Responsible Investing Trends and Opportunities

Socially Responsible Investing (SRI) or Biblically Responsible Investing (BRI) offers the investor a choice to invest in vehicles that align with closely held values. For example, you may not want to invest in a company that produces or profits from pornography or tobacco, or you may want to invest in a company that champions human […]

The Faithful Journey Fund: A Biblically Responsible Investment Portfolio

Socially Responsible Investing (SRI) is a widespread investment philosophy. Investors everywhere are increasingly seeking vehicles that line up with their worldview. SRI can be the embodiment of an investor’s personal worldview – a place where belief can be put to practice.   Ambassador Advisors offers such an opportunity emphasizing a biblical perspective: The Faithful Journey […]

Biblically Responsible Investing: Naysayers

When it comes to Biblically Responsible Investing (BRI), the outlook is not unanimously positive. Many financial say their clients just aren’t interested. A 2018 survey by Wealthmanagement.com cited lack of client demand as the primary reason advisors aren’t using SRI funds – even more so than a perceived negative impact on portfolio returns.   And […]

SRI: What is it?

You have some money to invest. No matter how much it is, deciding where it goes can be daunting. There are, after all, almost four thousand publicly traded companies in the US – not to mention countless other investment options – vying for your investment dollars. In the face of all those options, how do […]

Super Equity Markets

So many good superhero stories start with a picture of peace, tranquility, and prosperity, followed by a period of gloom and doom. Then, our superhero comes to save the day and restores the past glory— creating an even better future!   As we look back upon our economy over the last fifteen years, we see […]

Exchange Traded Funds 101

There are several options for investment beyond individual stocks and bonds. One such option is the ETF or exchange-traded fund. These types of investments have been around since 1993, but they started being used significantly about a decade later. Basically, an ETF is a diversified collections of assets (a trait that they share with mutual […]

Mutual Funds 101

A big buzzword for investing is diversity. With mutual funds, the diversity is baked right in! A mutual fund is an investment vehicle made up of a pool of money collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and other assets.   Increased diversification is […]