A&I Financial Services

Personal security is a big deal for all of us, especially in a time of Covid-19. The crooks are out in cyberspace looking for ways to pickpocket our life savings, without us ever leaving our homes. I’ll give a little advice about emails, phone calls, computers and other internet devices that can help protect us....Read More

We are all learning to adapt to our new lifestyle now that all of the A&I Financial team members are working at home. This week, I thought I’d share a few thoughts about equities, discuss one Covid-19 forecast and conclude with what I think all of us can do about it—which is talk with our...Read More

Who cares about last Friday’s CARES Act? We have a lot to cover in this Periscope with the changes from Friday’s huge legislation. These include: and nbsp; No RMDs from retirement accounts in 2020 A new $300 charitable deduction Unlimited charitable deduction possibilities Covid-19 victims may make distributions and loans from retirement accounts Potentially big...Read More

“Bear with me if I call again in a couple of days because you are the only one keeping me in the market.” So said a wonderful client to me, recently. Thank you for your trust and confidence! And keep calling—ad infinitum—because you’re not the only one feeling this way! Equity markets are exceptionally emotional...Read More