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Posted December 10, 2018

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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 ma...

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Financially Savvy States

A major key to sound financial health is financial literacy, and the financial savvy that springs from literacy is what makes for true financial stabi...

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The Ambassador

Summer 2018 Talent Newsletter

  • 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.
See Full Issue

Spring 2018 Newsletter – Superheroes Save (They Also Plan and Diversify…)

  • 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)
See Full Issue

Fall 2017 Newsletter – Food for Thought (The Right Ingredients Help Achieve Financial Success)

  • 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)
See Full Issue

Summer 2017 Newsletter – Now Showing: Summer Blockbuster (Taxes and Tax Reform)

  • 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)
See Full Issue

Spring 2017 Newsletter – Take Me Out to the Ball Game

  • 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)
See Full Issue

Fall 2016 Newsletter – Voting and the Future (How November 8 th Can Affect Your Finances)

  • 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)
See Full Issue

Summer 2016 Newsletter – More Than Medals (Finishing Well)

  • 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)
See Full Issue

Spring 2016 Newsletter – Off the Charts

  • 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)
See Full Issue

Fall 2015 Newsletter – Building Your Financial Toolkit

  • 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)
See Full Issue

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