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 Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Regi

stered Investment Adviser. Cetera is under separate ownership from any other named entity. 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, Montana

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
07/19/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
07/17/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

07/15/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

It’s possible to avoid these classic retirement traps, with a little preparation.
07/13/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
07/12/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Your ideal retirement may differ from reality, but we can work together to better align the two.
07/10/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
07/08/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
07/06/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

Start building your child's financial future today with these key points to know about Roth IRAs.
07/05/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

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13155 Noel Road Suite 900
Dallas, TX
75240

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