Rosenberg Alvis Ambrose Wealth Management

Rosenberg Alvis Ambrose Wealth Management We are an independent financial and investment planning firm

Our mission is to provide our clients with a clear understanding of their financial goals, a well-defined roadmap to achieve their goals and ongoing advice to help adjust their roadmap when their needs change.

Inflation has been a major topic of conversation over the past several years. But another, more subtle force is affectin...
06/17/2026

Inflation has been a major topic of conversation over the past several years. But another, more subtle force is affecting household budgets: shrinkflation. Swipe through for a breakdown of how they differ and how each is felt in everyday life.

We hope this breakdown is helpful. If you have questions about your overall financial strategy, don’t hesitate to reach out. We can help you evaluate your current strategy and make adjustments where needed.

06/15/2026

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.

Every June 14th, we celebrate the Stars and Stripes on Flag Day. While we’re all familiar with the United States’ flag, ...
06/14/2026

Every June 14th, we celebrate the Stars and Stripes on Flag Day. While we’re all familiar with the United States’ flag, we might not know all of the history behind this symbol.

To celebrate, we wanted to share a few fun facts about the history of the flag that might surprise you:

🔹 The current 50-star design was created by a 17-year-old. Robert G. Heft of Lancaster, Ohio, submitted the design as a high school project in 1958. It was chosen by President Eisenhower out of more than 3,000 submissions in 1960.

🔹 There have been 27 official versions of the flag. Twenty-five of those changes were solely to update the number of stars every time a new state joined the Union. The star additions were admitted on July 4th, and, together, they give us a rich visual history of the country's growth over time.

🔹 The colors for the flag have taken on their own meanings over the years. Charles Thomson, secretary of the Continental Congress in 1774, suggested that red represents hardiness and valor, white symbolizes purity and innocence, and blue stands for vigilance, perseverance, and justice.

🔹 Six American flags have been planted on the moon. Neil Armstrong and Edwin E. “Buzz” Aldrin were the first, but five additional Apollo missions have also left a flag on the lunar surface.

🔹 The current design is the longest-running version in history. No new states have been added since Hawaii joined the union in 1959, making this the most enduring flag design the country has ever had.

Wishing you a wonderful Flag Day filled with pride and appreciation for the history behind the flag we share.

June marks a natural checkpoint in the year, especially for business owners and entrepreneurs who start the year with bi...
06/12/2026

June marks a natural checkpoint in the year, especially for business owners and entrepreneurs who start the year with big goals and strong momentum.

By now, some plans may be moving forward, while others might still be waiting for the right time, the right resources, or the perfect strategy. Progress in business rarely begins with perfect conditions. More often, it starts with simply taking the next step with what is already available.

Whether you are building a new venture, growing your client base, refining your services, or pursuing a goal that has been sitting on your list since January, forward motion matters more than perfection.

As we move through the rest of the month, take a moment to reflect: What is one business goal or challenge you could move forward with today, even with imperfect conditions? Feel free to share it in the comments. We would love to hear what you’re pursuing in the second half of the year.

It’s time to test your financial knowledge. This month, we’re covering a couple of key facts about how stocks work and t...
06/09/2026

It’s time to test your financial knowledge. This month, we’re covering a couple of key facts about how stocks work and the meaning behind the numbers. Swipe through to test your expertise, see how you score, and maybe even grab some tips for the second half of the year!

If you have questions about your portfolio or want to talk through your current strategy, give us a call. We're here to support your financial journey.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
06/08/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

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.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

June is filled with moments that remind us how courage, innovation, and a little bit of daring can leave a lasting mark ...
06/05/2026

June is filled with moments that remind us how courage, innovation, and a little bit of daring can leave a lasting mark on history. Here are a few milestones we are reflecting on this month:

🚀 June 18, 1983 - Sally Ride became the first American woman in space, launching aboard the Space Shuttle Challenger as a mission specialist. Out of more than 8,000 applicants, she was one of only six women selected for NASA's 1978 astronaut class.

🏀 June 6, 1946 - The Basketball Association of America was founded at a meeting in New York City, setting the stage for what would eventually become the NBA and for basketball to transform from a regional gym sport into a global phenomenon.

🎥 June 20, 1975 - Stephen Spielberg’s classic “Jaws” premiered. Not only did this movie become one of the first big summer blockbusters at movie theaters, but it also gifted us with one of the most iconic movie soundtracks of all time.

These moments continue to inspire conversations about leadership, equality, creativity, and the lasting impact of a single bold step on the world.

June is here, meaning that summer is truly right around the corner. During this season, some of us love to soak up the s...
06/04/2026

June is here, meaning that summer is truly right around the corner. During this season, some of us love to soak up the sun, while others find every reason to stay cool indoors.

Which one are you this summer?

🏖️ Vote soaking up the sun

🛋️ Vote stay inside with the AC on full blast

Feel free to drop your pick in the comments. We would love to see which side comes out on top!

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
06/01/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

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1876-B Eider Court
Tallahassee, FL
32308

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

Telephone

+18503852300

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