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AWM Working For You

5/25/2023  Economic & Market Update

We were fortunate to hear Bill Eigen, fixed income portfolio manager with JP Morgan speak on the current status of interest rates, the potential for future Fed rate hikes or cuts, inflation and the possibility of recession versus a "soft landing" in the economy later this year. Just another way that we keep an eye on the economy and markets, so you can focus on what's important to you. Give us a call if you'd like to hear more about what Bill had to say.

05/17/2023  Continuing Education

As a Certified Financial Planner professional™, Mike is a participant in the Orange County Financial Planning Association and attended their Continuing Education chapter meeting this week. There was a lot of great information shared at this collaborative event. Key speakers focused on topics such as the Economy and Capital Markets, planning for business owners and the state of the Crypto market. AWM uses this information to stay up to date allowing us to better serve our clients on a daily basis. Please feel free to reach out if you'd like to hear more!

05/11/2023  Economic & Market Update

Our team had the privilege of attending an exclusive meeting today with our friend John Leonard at JP Morgan, where they provided us with a comprehensive Capital Markets Update. Their experts delivered a detailed analysis of the current market conditions, highlighting the trends and opportunities that lie ahead. Their insights will help us make informed decisions to navigate the dynamic landscape on behalf of our clients going forward.

05/10/2023  Social Security Update

We attended a Social Security Benefits presentation focused on survivor benefits. The key takeaway is that strategic planning is crucial to maximizing benefits. We'll incorporate this knowledge into our services to better guide you. Please feel free to reach out with questions on your benefits for more info.

05/04/2023 Strategic Update and Long Term Care

Today we attended a quarterly educational meeting with Cetera Financial Specialist's President, Ron Krueger, providing an organizational strategic update as well as a refresher on Long Term Care services and the potential of California instituting a LTC tax. Contact us if you'd like to hear how this potential tax may impact you. 

04/27/2023 Estate Planning

We enjoyed attending a seminar on estate planning and its impact on real estate with The Sloan Team at First American! As financial advisors, we know how important it is for our clients to have a solid plan in place for their assets. We're always learning and continuing to expand our knowledge on how estate planning can affect real estate investments and how to help our clients make the most of their holdings.

04/21/2023  Continuing Education

Exciting news! Ambassador Wealth attended a quarterly educational meeting with AssetMark, and we can't wait to share how it will help us serve our clients better. By staying up-to-date with the latest industry insights and trends, we can provide even more informed and effective financial advice to help our clients achieve their goals. We're committed to delivering the best possible service to our clients, and we're always striving to improve our knowledge and expertise. Stay tuned for more updates on how we're working to help you achieve financial success!