A&I Financial Services

A great resource for you to help your loved ones at the end of your life, and after you pass away.Read More

Read our most recent investment market commentary. In brief, the year 2024 was off to another good start for equities. Bonds are struggling a little bit. Alternative investments are doing well. Our research team is less excited about emerging markets now, and we made a change back to our long-term, strategic allocation between international and...Read More

Put retirement on autopilot, with examples.Read More

Artificial intelligence starts with semiconductors. We have had two great presentations from two different companies investing in AI. Click here to watch the recording from Sands Capital. Click here to watch the movie from Baron Funds. With semiconductors, earnings per share have risen 10x and the share price has also increased 10x over 10 years....Read More

Learn the fundamentals of artificial intelligence and watch 2 movies from AI experts who are investment managers.Read More

"How do you make a plan today when you have no idea what could be happening some day in the future?" Find out what Annalee had to say!Read More

An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.  Watch our Aging Plans movie to learn more! Skip ahead to: Questions an aging plan answers (19 min) Family meetings (28 min)...Read More

An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.Read More

The phrase “concentrated stock” or “concentrated equity” means that a large amount of your net worth is tied up in a single company.  Example of a Concentrated Equity Stocks are partial ownership interests in a company. For example, if your company is worth $10 million dollars and has 100,000 shares, then each share is worth...Read More