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THE PARADOX: INVESTIGATING THE PUZZLE OF PROSPERITY
The Mysteries of Life Insurance
“Just the Facts, Ma’am” Quarterly Market Review
Uncovering an Unexpected Way to Give
Sleuthing Out the Right Stuff
Discover Our New Team Members
A Real Page-Turner
Ambassador Advisors’ Custom Blend
MARKET UPDATE: Did The Economy Order Decaf or an Espresso?
Your SMART Morning Cup of Motivation
Brewing Increased Impact for Millennials
Just The Right Cup o’ Tea
A Little Cream and Sugar In Your Retirement Savings
The Last Drop?
Focus on Beginnings
Clarity Through the Fog of Tax Law
Looking Out for You
A Clear Picture
Oh, Say Can You See…
Don’t Miss the Signs
A Roadmap to Withdrawing Money
Road Signs for Inspiring Rest
Finding Significance in This Season of Life
Not Far From Home
You Are Here (But Why Are You Here?)
Signs of the Times
The Long Road of FAITH to Long-Term Care
A Slice of Time, Temperament, Talent, and Treasure: Four traits of a good money manager.
A Talent for Timing: How and When to Implement Roth Conversions.
A Knack for the Market: Market Report
Seeking the Natural Talent: Long-Term Perspective.
Hidden Talents, Hobbies, and How We Spend Our Summer.
The Comedic Talent: Gordon Douglas.
Talent on Loan from on High: Finances Show Where Our Treasure Is.
The Talent Scout: Family Life Ministries.
Upcoming Events: Client Christmas Event with Fernando Ortega.
Finding Significance: A Financial Workshop to Equip Your Congregation.
Declare Your Talents.
Super Equity Markets
Living Up to Faith Heroes (Using Resources to Support Ministries)
Nonprofit Highlight: Some Heroes Carry a Baton (Csehy School of Music)
Holy Volatility, Batman! (Market Report)
A Battle in the Background (Immigration’s Economic Effects)
Be An Everyday Hero (Pursuing Excellence in Service)
Do Superheroes Plan for Tomorrow (Retirement Planning)
A Super Summary: The Tax Cuts and Jobs Act of 2017
The Last Crusade? (The Legacy of Billy Graham)
It’s What’s Inside That Counts (America’s Costly, Crumbling Infrastructure)
Christmas Blessings (Client Appreciation Event – Laura Story)
Picking the Pumpkin Patch (Market Report)
Just Like Uncle Sam Used to Make (The Perfect Qualified Charitable Distributions)
Table for Ten (Sharing That Inspires and Ignites Generosity)
Nonprofit Highlight: Food for the Soul (United Methodist Communities)
The Faithful Journey Fund (A Biblically Responsible Investment Portfolio)
Home Cooking (Embracing Diversity Over Comfort)
Today’s Tax Reform: Remake or Sequel?
ABLE Accounts and Special Needs Trusts
The Twist No One Saw Coming (Market Report)
Elimination of the Gift and Estate Tax
Nonprofit Highlight: Play (Pay) It Again (Charitable Giving)
Trump’s Corporate Tax Reform
The Last Jedi (Federal Debt Reduction)
It’s a Brand New Season (Business Growth Potential)
Take Me Out to the Ballgame (Reevaluating Financial Portfolios)
What A Year It Was (Market Report)
Finding Significance in This Season of Life (A Financial Workshop for Churches to Equip People to be Wise Stewards of God’s Resources)
Nonprofit Highlight: Spiritual Spring Training (LeTourneau Christian Center)
The Business Planning G.A.M.E.S.
Test Your Knowledge of Financial “Bases” (Investment Basics)
Root, Root, Root for the Home Team (Presidential Election Impact)
Elections and Your Money
Informed Choices (From Presidents to Portfolios)
The Market’s Vote (Market Report)
Choose Whom You Will Serve (Serving the Lord through Our Finances)
Nonprofit Highlight: Jesus Never Fails (Sandy Cove)
Fair Trade vs. Free Trade (More Than Just Politics)
Transitioning Office (Family Business Succession Planning)
Bring the Noise! (Prayerfully Discerning Truth in Election Rhetoric)
Winning with the Apostle Paul (Using Resources to Answer the Call of Christ)
Christmas Client Appreciation Event (The Ball Brothers)
Free Shredding … and Shortbread (Client Appreciation Event)
U.S. Stocks: Gold Medal Performance (Market Report)
Staying Engaged in the Competition (Long-Term Market Investment)
Nonprofit Highlight: Running the Race with Endurance (Fellowship of Christian Athletes)
Gift-Planning Gold (Financial Legacy Planning)
Corporate Planning from Start to Finish
Um Mundo Novo (The New World – Our Hope of Heaven)
Financial Instruments Working in Harmony (Unifying Your Financial Strategies to Reach Your Goals)
AM or FM? MF or EFT? (Investments – Mutual Funds or Exchange Traded Funds)
A Symphony of Planning to Create a Legacy (Legacy Planning)
The Top Five Stock Market Hits and Flops of 2015 (Market Report)
Nonprofit Highlight (Pregnancy Resources at Cornerstone)
Timeless Hits – Endowment: A Song for The Ages
Gospel Music & Business Sustainability
Worship in the Workplace strategy
The Songbirds of Spring (Diversifying Your Financial Strategies)
Client Christmas Event (David Phelps)
Learn More Events
Power Tools to Keep Your Financial Plan on Track (Maintaining Your Investment Portfolio)
Online Tools at Your Fingertips (Ambassador Advisors Online Tools)
Trading Tools (Development of an Investment Outlook)
The Nuts & Bolts of Charitable Planning
Nonprofit Highlight: An Out-of-the-Box Community Resource (Family Life Ministries)
Philanthropy: An Essential Tool for a Family Business
Tools of the Trade (Vocational Excellence Stems from Experience)
Let our professional financial advisors help you achieve the legacy you desire for yourself, loved ones, and organizations.