A&I Financial Services

When someone passes away, the surviving loved ones have a lot of work to do. With our decades of experience, we have created three checklists to simplify matters and reduce the stress. What to do when a loved one dies Family financial album Preparing for the end-of-life workbook Read on for links to the digital...Read More

Retirement is a time to relax and enjoy the fruits of your labor after a lifetime of hard work. However, ensuring that you have a secure retirement income is crucial for maintaining your standard of living and achieving financial stability. Planning for a secure retirement income can seem overwhelming, but with the right approach and...Read More

  In 2022, most investments declined in value. This was the worst year in 95 years for bonds. It also saw a run-of-the-mill, average bear market for US and international equities. On the other hand, alternative investments, by and large, gained value in 2022. For the complete commentary, please email clientcare@assetsandincome.com (or contact our team...Read More

At the end of 2022, Congress passed over 90 new tax laws. One of the most important new rule changes is a change in the requirement to pull money out of your retirement account (IRA, 401k, etc.). The quick and easy way to remember the new rule is to remember the 1950’s. More on this...Read More

If you are anything like me, you are ready to put the year 2022 behind you and are looking forward to a fresh start in 2023! A new year brings reflection on the past as well as promise for the future. Among the most common are a new year’s resolution to make a change. My...Read More

  “The S&P 500 closed out 1972 at 118. As I write, in the runup to Thanksgiving, it has just closed above 4,000. Let me say that again: The S&P 500 has gone down by about half three times in your lifetime and is now up about 34 times since the eve of the first...Read More

When the pandemic first started, the phrase “unprecedented times” seemed to be everywhere –  in every article, video, or announcement – as everyone’s lives were collectively disrupted. “Unprecedented” was, in fact, an accurate term. Unfortunately, it was not the first or last time in our lives that we will face unprecedented times – think about...Read More

  What a year it has been! It’s hard to pick the most distinctive moment of this year as the economy has been unexpectedly rocky, due to both domestic and international events. All along, we’ve published our weekly Periscope to provide up-to-date commentary on the latest twists and turns relative to your portfolio and long-term...Read More

We’re excited to announce that A&I Financial Services is moving to a new location in Lone Tree, Colorado on December 29th, 2022.  Our new location is less than a mile from our current location in the Meridian office park. 9605 S Kingston Ct. #190 Lone Tree, CO 80112 Construction is well underway! We invite you...Read More

“We are not renters of stocks. We are owners of companies.” – Ron Baron As we discussed last week, we expect the changing markets to remain unsettled. Our investment researchers are cautious in the short term. Importantly, this level of caution is uncommon for us. We are long-term optimists, and you—and we—invest with that spirit....Read More