Category

Blog

A&I Financial Services

Equity markets are setting new highs. Read more to learn concentrated equity strategies. If you have a lot of money in a single stock, you will want to know these. Concentrated EquityWhen you have a large amount of money in the equity of a single company, you have concentrated equity risks. Putting together a plan...
Read More
Women face unique financial problems. The pandemic wiped out the plans for many women. Women are choosing to leave the workforce in order to provide the child-rearing and other caregiving needs of their family. Other women are working at home and attempting to balance more house work, more demands made with childcare, more demands from...
Read More
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...
Read More
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....
Read More
Our Process Our Promise
Read this Periscope to learn about how we build an asset allocation, choose between investment strategies and build your portfolio. Expert Network Team Podcast Play 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 pandemic...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
1 2 3 4