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Periscope Newsletter

A&I Financial Services

Periscope Weekly Investment 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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Dr. Lisa Brenner, Vice Chair of Research, Physical Medicine and Rehabilitation for the VA and Professor at the University of Colorado, Anschutz Medical Campus, delivered a great presentation about Covid-19 and physical and mental health. She mentioned a phenomenon that happens that when things get tough, we come close together. We can actually become more...
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Check out your financial advisors dancing! Even though we had to cancel this year’s holiday party, we want to share with you our 2 minutes of festive fun. No humans were harmed in the creation of this video. Holiday Video 2020 Expert Network Team Podcast Check out our new podcast! Karl Frank sits down with...
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The COVID-19 pandemic is unprecedented and the impacts may be felt for years to come. As of the time of writing, we have three vaccines that promise to change things for the better. How does the current situation change our planning? Taxes May Go Up With a new President and different Congress in 2021, we...
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Cameron Morgan and Dave Stevens recently gave a brief and information-packed lunch and learn. Watch the video to see how financial planning in the pandemic age is different in several key ways. Dave and Cameron’s advice includes: Complete the family financial album. You may download a copy here, on our website, or just email your...
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Roth IRA and Roth 401k If you are going to be in a lower income this year than in years past or years future, this may be a year for you to contribute more to your Roth 401k or Roth IRA than you might otherwise. Why? Because your Roth IRA and Roth 401k contributions are...
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Not all debt is bad. Consider a few situations when debt can help improve your overall financial situation.  Buying a home Debt can help make you wealthy! Homes in cities like Denver and San Francisco are currently growing at very fast rates — sometimes more than 10% per year. The average increase in home values...
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In years past, the election week and week after have been fairly dramatic, either up or down. This year was no exception. If the current uptrend continues, it may end up a bigger increase than any of the charts shown below. (1)                          ...
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In? Not yet in? The results are what? Check out this Periscope for a summary of our thoughts about the election and investments. We start with links to our two most recent Lunch and Learns: Presidential Election Myths and Truths   End of Year 2020 Financial and Tax Planning Here is a recap of our...
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Read this week’s Periscope for more specific commentary about this year’s election cycle—one week before election day. If you read last week’s Periscope, Investing Before the Biggest Most Important Election of Our Lives, you’ll recall I expressed a feeling that I’ve heard from several close friends of mine: “I cannot keep myself safe!” We are...
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