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2/22/2024 Economic & Market Update

Mike and Peter attended the latest Economic & Market Outlook with JP Morgan and their team of analysts. JP Morgan's personal outlook for 2024 is summed up in 4 simple numbers; 2, 2, 4 & 0. They foresee 2% growth in GDP, 2% target inflation, 4% unemployment leading to 0% chance of recession in 2024 (strictly in their point of view); which continues their ongoing assessment of a "soft landing" by the Fed as they attempt to normalize the current rate environment. Give us a call if you'd like to hear more about what they had to say.


2/21/2024 Continuing Education

As a CFP® professional, Mike attended the first quarterly meeting for the Orange County Chapter of the Financial Planning Association. There was an in depth panel discussion on Active versus Passive management along with the pros and cons of both ETFs and Mutual Funds. City National Rochdale presented on the pitfalls of exiting a business and the importance of creating a strategy early on. While a local insurance agent had a conversation on the current challenges with Property & Casualty Insurance coverage in California and why so many carriers have decided to discontinue coverage in California. If you'd like to hear anything more about these topics, or anything else that might be keeping you up at night, please reach out to Mike & Peter.


11/16/2023 Economic & Market Update

Our team attended the latest quarterly meeting 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 and their analysis on the possibility of an economic "soft landing" in 2024.


11/15/2023 Continuing Education

Mike attended the latest quarterly educational meeting for the Financial Planning Association in November.  As a Certified Financial Planner professional™, these meetings are a great way to keep up to date on continuing education as well as practice management standards.  Speakers included topics on FAFSA, a deep dive into how the COVID relief bill along with some significant changes to the FAFSA application as well as how some of the changes may provide a huge disruption on the landscape for college planning.  There was also a Social Security workshop discussing the many challenges including the issue of solvency and the challenges facing widowed clients.  Other topics included Roth Conversions as well as Tax Tips for 2023.


11/08/2023 Practice Management

Mike and Peter were honored to have been invited to the prestigious Top Advisor Summit at Cetera!  This two-day event was an incredible opportunity for learning, networking, and collaboration with peers and industry experts.  We're thrilled to be part of this exclusive gathering where we delved into cutting-edge strategies, share best practices, and gain invaluable insights to better serve our clients.


10/26/2023 Economic & Market Update

We were thrilled to be at the premier advisor conference soaking in the latest economic and market updates! It's invaluable to stay ahead of the curve in today's dynamic financial landscape.  From geopolitical shifts to emerging market trends, every insight shared here is a nugget of wisdom for steering our clients towards success. The depth of analysis and expertise showcased by speakers is truly impressive, reaffirming our commitment to delivering top-notch advisory services.


9/26/2023 Continuing Education

We attended a 2 day forum with our partners at AssetMark providing strategic panels on Investor Behavior focused on understanding biases to navigating market trends.  It's insightful to explore the psychology behind financial decisions investors make based upon internal and external forces.  We also had direct access to the portfolio managers behind the curated investment lineup available through the platform.  Their insights, analyses, and predictions offer invaluable perspectives for crafting robust investment strategies. Whether it's dissecting market sentiment or forecasting emerging opportunities, these strategists provide a wealth of knowledge to enhance decision-making.


8/16/2023 Continuing Education

Mike attended the quarterly educational meeting for the Financial Planning Association in August. As a member of the Orange County chapter, it is a great way to continue the ongoing educational process. Special guest speakers included Carl Richards, author of The Behavior Gap. Carl has the ability to take complex financial concepts and simply the process into easy to read diagrams. You may have seen some of his art work in the office. The best financial plans focus on what's most important to you rather than what's going on in the markets. ur first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

7/24/2023  Practice Management

Mike had the opportunity to attend a highly anticipated Peer to Peer conference with Cetera in Denver focused on practice management. He immersed himself in this incredible event to bring back a wealth of knowledge and insights that will benefit YOU, our amazing clients. Speakers included the CEO of Cetera, Wayne Brady and a live performance by Train! Mike was able to engage with industry leaders and fellow professionals to ensure we stay at the forefront of practice management excellence. Please reach out if you'd like to hear about some of the new amazing technology that we are bringing to our clients.Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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!