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A&I Financial Services

How do you know if you are prepared for your retirement? New tools make it easier than ever to create a retirement income plan. A&I Financial Services provides a withdrawal policy statement. The financial planners at A&I have over 100 years of combined experience. Using state-of-the-art technology, and our experience, we make it easy for...
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The President wants to raise taxes and Congress may be inclined to pass a bill that makes it so. As your personal financial planners, we will have to help you make decisions before we know the results. Here are some tips to keep in mind. Mike and Kate Mike and Kate came to us having...
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The President wants to raise taxes and Congress may be inclined to pass a bill that makes it so. As your personal financial planners, we get asked frequently – is it better to pay taxes now or later? – we will have to help you make decisions before we know the results. Here are some...
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We hear a lot of talk about inflation in the USA. But it is not just an American problem. Look at the following chart:   Source: Statista In this great chart on inflation expectations around the world, you can see the USA is not in the worst position. But, as we talked about in a...
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2nd Quarter Investment Update Please click here for the complete investment commentary from our research partners at Litman Gregory. In brief, we are watching: Inflation Covid-19 Fiscal policy, especially in the USA Good expectations for equity returns—but bumpy! It is still too early to say whether and to what extent the past two months’ inflation reports are harbingers...
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Peter Thiel has a $5 Billion Roth IRA Recently, one of the founders of Paypal, among other successful technology companies, made the news with the size of his Roth IRA. The Roth IRA allows him to grow the money tax free, pull it out tax-free, and transfer it to his beneficiaries income-tax free. It is...
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Here’s a simple plan that may help a person tuck away a little money and go tax free. Especially now that tax laws changed for 2020, it becomes even more important to go tax free. And, there is a hidden benefit for older folks and people with a higher income. So let’s dive in. Similar...
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If you want to make a financial plan, then this 10 step plan will make it a little easier for you to work through the vast and complex issues at hand. From budgeting, to forecasting, to understanding debt and insurance, sometimes money issues can feel overwhelming! But at the core, putting together a financial plan...
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4 Themes of Future Growth We last talked about our forecasts in January, and then previously in 2020. We lean on our researchers at Athena Invest and Litman Gregory. We also lean on our investment managers. Among the best forward-thinkers are the men and women at Baron Funds, Artisan, Sands Capital and other “future growth”...
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The Death of a 40-year-old Bond Market Read this Periscope for historical perspective on bonds—but it won’t be boring! Macroeconomic Investment Strategies We lean on our research partners at Athena Invest and Litman Gregory to make our investment decisions. Athena’s patented investment process identifies 10 themes, or 10 general ways that all investment managers make...
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