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Posted July 6, 2020

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Business Financial Planning Retirement Non Profits COVID-19
Setting Up for Second Half Success

Have you ever taken a long road trip? Perhaps you traveled hundreds of miles, before you finally reached the halfway point. It probably felt great tha...

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The Great 2020 Stock Market and Economic Comeback

One of the greatest Super Bowl comebacks of all time happened when the New England Patriots defeated the Atlanta Falcons to win Super Bowl LI. After b...

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The Ambassador

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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