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+1 303-690-5070
Client Access
Home
Who We Serve
Families
Business Owners and Executives
Life Transitions
Women’s Wealth and Wellness
Services
Financial Advice
Business Succession Planning
Real Estate Planning
Wealth Transfer Planning
Concentrated Equity Strategies
Investment Advice
Stock and Stock Fund Investments
Asset Allocation and Portfolio Management
Insurance and Risk Management
Tax and Estate Planning
Resources
Blog
Investment Advice Videos
Go Tax Free
Upcoming Events
Whitepapers
Financial Advice Podcast
About Us
Our Process, Our Promise
What We Believe
Our Team
Our History
Our Values
Our Community
Why Choose Us
Careers
Contact
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Blog
A&I Financial Services
How We Protect Our Clients from ID theft, Fraud and Errors
March 3, 2021
Karl Frank
Blog
,
Periscope Newsletter
Read this Periscope to learn about what we are doing about ID theft, fraud and human errors with our own and our client’s private information. Also: 2020 and 2021 tax brackets are available on GOTAXFREEbook.comClick to watch our most recent lunch and learn, Uncharted WatersListen to the Expert Network Team podcasts Cyber Fraud Hits Unemployment...
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6 Step Investment Process with A&I Financial Services LLC
February 22, 2021
Karl Frank
Blog
,
Periscope Newsletter
Expert Network Team Podcast Mike Miller CPA tells a story about a friend who made it through the economic shutdown from the pandemic because of his strong balance sheet. Mike shares questions to ask yourself as you think about your finances. Learn a practical idea about planning for what to do when business income declines....
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Asset Allocation with A&I Financial Services LLC
February 17, 2021
Karl Frank
Blog
,
Periscope Newsletter
Read this Periscope to learn about how we build an asset allocation, choose between investment strategies and build your portfolio. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast. Mike Miller CPA tells a story about a friend who made it through the economic shutdown from the...
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Winning the World Cup and Investing Internationally
February 10, 2021
Karl Frank
Blog
,
Periscope Newsletter
Read this Periscope to learn about how we make international investment decisions. Plus, our friend just won a World Cup Freestyle Skiing! Expert Network Team Podcast Click Here to listen to Karl and his Expert Network Teams Latest Podcast John Sauer, employment law attorney, talks with Nathan Merrill, Mike Miller and Karl Frank about the...
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Our Expert Network Team Provides Advanced Financial Planning Advice
February 3, 2021
Karl Frank
Blog
,
Periscope Newsletter
Read this Periscope to learn about how we assemble an expert network team, including a CPA, attorney, insurance expert and other professionals for our clients. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast.Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted...
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Our Financial Planning is an Ongoing Process
January 27, 2021
Karl Frank
Blog
,
Periscope Newsletter
Read this Periscope to learn about our financial planning process. We call it Advanced Financial Planning. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast.Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single...
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2021 US Political Landscape Investment Commentary
January 20, 2021
Karl Frank
Blog
,
Periscope Newsletter
Read this Periscope to learn what today’s politics might mean for our investments and also to get the short, (and long if you like), version of our investment and economic commentary. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast. Nathan Merrill and Karl Frank discuss the...
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Investment Themes and Tax Changes for 2021 and a Podcast
January 12, 2021
Karl Frank
Blog
,
Periscope Newsletter
Expert Network Team Podcast Click here to listen to Karl and his Expert Team’s latest podcast. Consolidated Appropriations Act of 2021 and What it Means for You Karl and Nathan Merrill, attorney at Goodspeed and Merrill, discuss the most recent tax reform passed through Congress at the end of 2020. Many people know about...
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A Look Back on 2020-An Unprecedented Year
January 6, 2021
Karl Frank
Blog
,
Periscope Newsletter
Happy returns happen—especially when we separate ourselves from our investments. Crash and Recovery 2020 saw the shortest bear market in history. From February to March, we experienced the fastest deep crash ever, with the equity markets losing more than a third of their value. From that point until the end of the year, markets more...
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Goodbye 2020
December 30, 2020
Karl Frank
Blog
,
Periscope Newsletter
In this, the last Periscope blog of 2020, I want to thank you for your trust and confidence throughout this year. When you schedule your regular review with your financial advisor, take time to remember this year. If you only looked once per year, then you might think 2020 was a very good year indeed....
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