We are in the thick of the holidays at our homes and with our families. So much joy and chaos! As you visit with family and friends, don’t forget about our second opinion service! 

We offer friends and family up to three complimentary financial planning meetings as a service to you, our clients! If anyone you know has a financial concern, go ahead and make the introduction. We can help with Social Security questions, investment questions, financial aid and college planning questions. 

If you would like to help a friend:

We love to hear from you and wish you and your family the happiest holiday season! 

Inflation According to Ron Baron

Baron Capital is one of the investment managers we use for a large number of client portfolios. The founder, Ron Baron, has a gift. He makes complicated concepts easy to understand. Plus, I kind of like his sense of humor. Hopefully you do too! Here is Ron’s take on inflation during his lifetime. What is your perspective?

https://www.assetsandincome.com/wp-content/uploads/2023/12/2023-12_Inflation_According_to_Ron_Baron.pdf

 

Q3 Investment Commentary Movie Available

Visit our website at https://www.assetsandincome.com/investment-advice-ira-plans-videos#2023-11 to watch our most recent half-hour commentary on investment markets and the economy.

 

Click here to check out the fish tank!

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    Latest News

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    How can we help?

    Chat in-person during regular business hours or fill out the form!

      About the author

      Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.