Ambrose Capital Management, LLC

Ambrose Capital Management, LLC Ambrose Capital Management ("ACM") is an advisory firm for dynamic, busy people who are looking for

Ambrose Capital Management ("ACM") is an advisory firm for dynamic, busy people who are looking for customized advice and guidance to achieve their goals in an increasingly complex financial world. Ambrose Capital Management is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA (www.finra.org), SIPC (www.sipc.org). Advisory services offered through Su

mmit Financial Group Inc., a Registered Investment Advisor. The Representative associated with this site is registered to conduct business in the following states: Texas, Florida, Colorado, California, New York, North Carolina, Washington DC, Washington

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
06/08/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
06/07/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
06/05/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

Tax-loss harvesting can be a simple way to offset gains and reduce your tax bill. Learn how this—and other strategies—ca...
06/03/2026

Tax-loss harvesting can be a simple way to offset gains and reduce your tax bill. Learn how this—and other strategies—can enhance your long-term returns.

Ready to optimize your portfolio and reduce your tax burden? Discover 5 tax-efficient investment strategies that could help.

06/01/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Have you heard of the "Saver's Credit?" If you meet certain criteria, you could be eligible for up to a \$2,000 tax cred...
05/31/2026

Have you heard of the "Saver's Credit?" If you meet certain criteria, you could be eligible for up to a \$2,000 tax credit.

The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

Developing a retirement strategy? It's critical to know the differences between investment types.
05/29/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
05/27/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

Take steps to help optimize your financial future with three simple strategies for tax planning in retirement, like dete...
05/25/2026

Take steps to help optimize your financial future with three simple strategies for tax planning in retirement, like determining your drawdown strategy.

Careful planning and tax-efficient drawdown strategies can help you enjoy the lifestyle you've dreamed of in retirement.

Address

13155 Noel Road Suite 900
Dallas, TX
75240

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