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Posted September 27, 2021

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Business Financial Planning Retirement Non Profits COVID-19
Warning Flags?

The small-cap Russell 2000 Index managed a small gain, but most of the major equity indexes ended last week modestly lower. Investors weighed some enc...

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Safe Harbor: A Cure for Your Testing Headaches

A crucial requirement for 401(k) plans is that the plan must be designed so it does not unfairly favor highly compensated employees (HCES) or key empl...

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The Ambassador

Summer 2021 Magazine - Together, We Do More

  • Glorifying Christ, Together
  • Teamwork is Essential
  • Creating Your Game Plan
  • Going the Extra Mile
  • You Need a Good Defensive Strategy
  • It Takes a Village: Nonprofit Spotlight on Clarks Summit University
  • Say Hello
  • Team Work Makes the Dream Work
  • No “I” in Team
  • Christmas is All In The Heart
Summer 2021 Magazine

Spring 2021 Magazine - A Bird's Eye View

  • Time to Soar
  • Birds of Prey
  • Protect Your Nest (and the eggs) When Inflation Strikes
  • Teamwork Tips: Look at the Birds
  • Flying a Straight Path When Passing the Torch
  • An Aerial View: Schwab Alliance
  • On Wings Like Warblers
Spring 2021 Magazine

Fall 2020 Magazine - Toying with Trouble?

  • It’s Howdy Doody Time
  • A Great House Always Has a Solid Foundation
  • The Winner of the Race: The 2020 Election Outcome and Taxes
  • A Collection of Generous Hearts
  • Ambassador’s Staff in Toyland
  • Virtual Client Christmas Event
  • Introducing Reed Bruner
  • Planes, Trains, and Estate Planning
  • Finding the Missing Piece for Your Retirement
  • A Resolution Revolution
Fall 2020 Magazine

Summer 2020 - Under the Microscope

  • Magnifying Christ, Minimizing Challenges
  • The Science of Adaptation
  • Operation Discovery: Quarterly Market Update
  • The Unintended Experiment: Working Remotely
  • A Good Contagion?
  • Writing the Roth Conversion Formula
  • The Proof is in the Planning
  • A Closer Look at the Retirement Industry: Nonprofit Highlight (United Zion Retirement Community and Fellowship Community
  • We Need Your Feedback
  • NEW Retirement Plan Solution for Businesses and Nonprofits
See Full Issue

Fall 2019 Newsletter

  • 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
  • Puzzled?
  • A Real Page-Turner
  • Mystery Solved
See Full Issue

Summer 2019 Newsletter

  • 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?
See Full Issue

Spring 2019 Newsletter

  • Focus on Beginnings
  • Seeing Clearly
  • Clarity Through the Fog of Tax Law
  • Looking Out for You
  • A Clear Picture
  • Oh, Say Can You See…
See Full Issue

Fall 2018 Newsletter

  • 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
  • Life’s Journey
See Full Issue

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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