Investment Advice Videos

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Episode 91: Corporate Transparency Act Part 1 of 2

Sweeping new laws affect every business owner of nearly every size business in the USA. Nathan and Karl interview Charlston “Chase” DeGrood, an attorney at Goodspeed and Merrill, about the ...CTA: Corporate Transparency Act. All of us have to give up a lot of privacy and keep our information up to date or we face stiff fines. In a new Federal government database, the Feds are collecting ownership of companies, holding companies, and other legal entities, even if they have no financial affect. Even the person doing the work, regardless of their position in the company, must provide personal private information to complete the filing. Learn about your requirements, the risks you face and some ways to stay compliant in the first of two podcasts.


The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.


Expert Network team provides free consultations. Just mention that you listened to the podcast. 


Today’s guest:
Charlston “Chase” De Grood
(720) 531-4031 
[email protected] (mailto:[email protected])






Expert Network team provides free consultations. Just mention that you listened to the podcast. 


Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected] (mailto:[email protected])
http://www.goodspeedmerrill.com


 


Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected] (mailto:[email protected])


 


Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected] (mailto:[email protected])


 
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Artificial Intelligence and What it Means for Your Investments and Your Future

Baron Funds Ashim Mehra teaches us about artificial intelligence and takes a number of questions from the audience.

This presentation does not purport to be a complete description of the securities, markets or developments referred to in the material. The content is derived from sources we believe to be reliable and accurate. Investing involves risk including the potential loss of principal. Investing in international and emerging markets exposes investors to economic, political and market risks and fluctuations in foreign currencies. Diversification does not ensure a profit or protect against loss. There is no assurance that a diversified portfolio will perform better than a non-diversified portfolio. Past performance is not a guarantee of future results. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

Aging Plans with Annalee Kruger

Learn how to avoid a tragedy by putting together your aging plan. Learn the seven steps that can make a huge impact in an elderly person’s journey. And, learn how to avoid caregiver’s burnout—which happens when we are thrown into caring for parents without a plan!

Recorded March, 2024. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC

2023 Q4 Market Insights

Our research partners at iMGP and Athena Invest provide Karl Frank with insights about investing in the beginning of 2024. Skip ahead to:
* 2023 stocks, bonds returns (5 min)
* 5, 7 and 10 companies you might want to know (7 min)
* Opportunities we see in value, small and international companies (11 min)
* Federal Reserve and inflation, what that means for equities (15 min)
* iMGP research team predicts a mild recession (min 22)
* Athena research team: market barometer (min 28)

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

A Guide to Investing in an Election Year

Learn the answers to common questions about investing during election years with Roger Bianco.

Investment and Economic Update

A&I Investment Update Q3 2023 with Karl Frank

The 3 Plans We Need as We Age

We want to have control as we age; otherwise someone else will take control! Learn about how to age with independence, dignity and have your wishes honored any time you may become vulnerable.

Understanding Retiree Healthcare Costs

Learn about the different costs of healthcare in retirement. Get help planning to pay for these costs.

Unlocking Medicare in 2023

Learn about Medicare, and which plan is right for you. Avoid the pitfalls and penalties. Pick a Medigap, Medicare Drug Plan, and/or Medicare Advantage plan.

2023 Quarter 2 Investment Market Update with Karl Frank and Chad Harmon

Karl Frank and Chad Harmon discuss the investment research team’s opinions on:

  • investments
  • the markets and
  • odds of a recession too. 

International Investing with Andrew Goodwin from Oldfield Partners

Investing in companies all around the world is full of potential rewards and risks. Andrew Goodwin is a managing partner, at a London-based investment firm, Oldfield Partners. Watch this video to learn his thoughts on what has happened recently with international markets? What opportunities do they see going forward?

Investment advisory services offered through A&I Wealth Management a dba of A&I Financial Services, LLC, a registered investment adviser. Securities provided through Gĕneos Wealth Management Inc., member FINRA, SIPC. This presentation does not purport to be a complete description of the securities, markets or developments referred to in the material. The content is derived from sources we believe to be reliable and accurate. Investing involves risk including the potential loss of principal. Investing in international and emerging markets exposes investors to economic, political and market risks and fluctuations in foreign currencies. Diversification does not ensure a profit or protect against loss. There is no assurance that a diversified portfolio will perform better than a non-diversified portfolio. Past performance is not a guarantee of future results.

Life and Taxes from Transamerica

Learn about how to read your 1040 tax return for opportunities to talk about with your financial planner. You may be able to save taxes! At least you might understand your tax return a little better than you did before the meeting! Topics include:

  • Taking note of life events
  • Key lines on the 1040
  • What to keep an eye on in 2023
  • Planning for uncertainty

Tax Law Changes in 2023

Over 90 changes to tax laws happened at the end of 2022. Watch this half-hour video to learn more. Some of the highlights include:

  • New ages for required distributions from IRAs
  • New benefits for unused money in college savings plans
  • New types of Roth accounts
  • Benefits for workers
  • Higher tax brackets mean lower taxes

A&I Q3 2022 Investment Commentary

We believe the right way to invest is to diversify by strategy. For the first time since the great financial crisis of 2008, our researchers are in agreement that the short-term is a little bearish. To get to the highlights, here are some shortcuts for you:

International Investing from Capital Group

International investing is full of peril and opportunities. Think all the best investments are in the US? Think again! Ask instead, where does the company earn its returns? Some of the trends shaping our collective future include: Healthcare innovation is reaching warp speed. Cash will be a distant memory. Wearable technology will blur the lines of reality. Digital entertainment will take center stage. Get the perspectives of one of the world’s largest investment managers, Capital Group. 

Shelly Slocum: Life gives you Lemonades...

Shelly Slocum, author of an Amazon #1 New Release book, Love and Inspiration from Mom. Shelly shares her publishing journey and how she was able to turn her family’s lemons into a top selling book with the Foreword written by Jack Canfield, co-author of Chicken Soup for the Soul series. Being a non-smoking lung cancer survivor, Shelly believes she’s been given the gift of time, and has made it her mission to spread more love and inspiration in the world. And let’s face it, who couldn’t use a little more inspiration after the past couple of years! Learn more about how we help with life transitions.

Compassion and Choices: End of Life Planning

Kim Callinan from Compassion and Choices makes it easy and interesting to have a conversation now, so that you can prepare for a time when you can no longer speak for yourself. She discusses medical care at the end of life, how you can help your loved ones help you complete the journey on earth with dignity and independence.

Investing with Composure: Cameron Morgan and Karl Frank

The US stock market entered a bear market, inflation is high and interest rates are rising. Listen to Cameron Morgan and Karl Frank put the headlines in perspective and offer practical advice in this brief video.

Inflation! How long will it last?

Watch this video for to listen to an expert from Doubleline Investments, Ryan Kimmel, discusses where we are at with inflation and offers a forecast for where we are going. Read More

China: Then and Now - A Journey Through the Decades | A&I Wealth Management

Watch this video for insights into the world’s second largest economy and how it is influencing the culture and behavior of the world at large. Read More

Investing and Managing Emotions, Tips from Brandes

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

2022 Investment Themes from Karl Frank

Karl Frank CFP

Karl Frank shares his views on 2022 Investment Themes… If you missed our recent zoominar, click here to watch our 2022 Investment Themes video. Subscribe to our Periscope for upcoming zoominars, articles, investment news, and more! 

Tax Tips for 2022 with Mike Miller CPA

Learn along side Karl Frank as he interviews Mike Miller CPA  about the tax law changes that did and did not pass in 2021 for the year 2022.

College Funding Hacks with Cameron Morgan

Learn from Cameron Morgan about how we provide advice for parents and grandparents who want to help their loved ones pay for college costs.

What is the Return on News? Athena Invest

Learn from Dr. Tom Howard and Lambert Bunker from Athena Invest. Athena is one of our key research partners. They discuss what is happening today and how investors can deal with the scary news that surrounds us every day.

Estate planning with Stef Deters

Learn from attorney Stef Deters about how to make estate planning practical and rewarding for your and your family.

Asset Protection with the Expert Network Team

Learn from the expert network team in a podcast or an online movie. Karl Frank, Nathan Merrill, Mike Miller and Jeff Krommendyk about ways to protect your assets during these crazy times!

Dementia 101: 16 Ways to Reduce Your Risk

Investment and Economic Update

A&I Investment Update Q3 2023 with Karl Frank

The 3 Plans We Need as We Age

We want to have control as we age; otherwise someone else will take control! Learn about how to age with independence, dignity and have your wishes honored any time you may become vulnerable.

Understanding Retiree Healthcare Costs

Learn about the different costs of healthcare in retirement. Get help planning to pay for these costs.

Unlocking Medicare in 2023

Learn about Medicare, and which plan is right for you. Avoid the pitfalls and penalties. Pick a Medigap, Medicare Drug Plan, and/or Medicare Advantage plan.

2023 Quarter 2 Investment Market Update with Karl Frank and Chad Harmon

Karl Frank and Chad Harmon discuss the investment research team’s opinions on:

  • investments
  • the markets and
  • odds of a recession too. 

International Investing with Andrew Goodwin from Oldfield Partners

Investing in companies all around the world is full of potential rewards and risks. Andrew Goodwin is a managing partner, at a London-based investment firm, Oldfield Partners. Watch this video to learn his thoughts on what has happened recently with international markets? What opportunities do they see going forward?

Investment advisory services offered through A&I Wealth Management a dba of A&I Financial Services, LLC, a registered investment adviser. Securities provided through Gĕneos Wealth Management Inc., member FINRA, SIPC. This presentation does not purport to be a complete description of the securities, markets or developments referred to in the material. The content is derived from sources we believe to be reliable and accurate. Investing involves risk including the potential loss of principal. Investing in international and emerging markets exposes investors to economic, political and market risks and fluctuations in foreign currencies. Diversification does not ensure a profit or protect against loss. There is no assurance that a diversified portfolio will perform better than a non-diversified portfolio. Past performance is not a guarantee of future results.

Life and Taxes from Transamerica

Learn about how to read your 1040 tax return for opportunities to talk about with your financial planner. You may be able to save taxes! At least you might understand your tax return a little better than you did before the meeting! Topics include:

  • Taking note of life events
  • Key lines on the 1040
  • What to keep an eye on in 2023
  • Planning for uncertainty

Tax Law Changes in 2023

Over 90 changes to tax laws happened at the end of 2022. Watch this half-hour video to learn more. Some of the highlights include:

  • New ages for required distributions from IRAs
  • New benefits for unused money in college savings plans
  • New types of Roth accounts
  • Benefits for workers
  • Higher tax brackets mean lower taxes

A&I Q3 2022 Investment Commentary

We believe the right way to invest is to diversify by strategy. For the first time since the great financial crisis of 2008, our researchers are in agreement that the short-term is a little bearish. To get to the highlights, here are some shortcuts for you:

International Investing from Capital Group

International investing is full of peril and opportunities. Think all the best investments are in the US? Think again! Ask instead, where does the company earn its returns? Some of the trends shaping our collective future include: Healthcare innovation is reaching warp speed. Cash will be a distant memory. Wearable technology will blur the lines of reality. Digital entertainment will take center stage. Get the perspectives of one of the world’s largest investment managers, Capital Group. 

Shelly Slocum: Life gives you Lemonades...

Shelly Slocum, author of an Amazon #1 New Release book, Love and Inspiration from Mom. Shelly shares her publishing journey and how she was able to turn her family’s lemons into a top selling book with the Foreword written by Jack Canfield, co-author of Chicken Soup for the Soul series. Being a non-smoking lung cancer survivor, Shelly believes she’s been given the gift of time, and has made it her mission to spread more love and inspiration in the world. And let’s face it, who couldn’t use a little more inspiration after the past couple of years! Learn more about how we help with life transitions.

Compassion and Choices: End of Life Planning

Kim Callinan from Compassion and Choices makes it easy and interesting to have a conversation now, so that you can prepare for a time when you can no longer speak for yourself. She discusses medical care at the end of life, how you can help your loved ones help you complete the journey on earth with dignity and independence.

Investing with Composure: Cameron Morgan and Karl Frank

The US stock market entered a bear market, inflation is high and interest rates are rising. Listen to Cameron Morgan and Karl Frank put the headlines in perspective and offer practical advice in this brief video.

Inflation! How long will it last?

Watch this video for to listen to an expert from Doubleline Investments, Ryan Kimmel, discusses where we are at with inflation and offers a forecast for where we are going. Read More

China: Then and Now - A Journey Through the Decades | A&I Wealth Management

Watch this video for insights into the world’s second largest economy and how it is influencing the culture and behavior of the world at large. Read More

Investing and Managing Emotions, Tips from Brandes

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

2022 Investment Themes from Karl Frank

Karl Frank CFP

Karl Frank shares his views on 2022 Investment Themes… If you missed our recent zoominar, click here to watch our 2022 Investment Themes video. Subscribe to our Periscope for upcoming zoominars, articles, investment news, and more! 

Tax Tips for 2022 with Mike Miller CPA

Learn along side Karl Frank as he interviews Mike Miller CPA  about the tax law changes that did and did not pass in 2021 for the year 2022.

College Funding Hacks with Cameron Morgan

Learn from Cameron Morgan about how we provide advice for parents and grandparents who want to help their loved ones pay for college costs.

What is the Return on News? Athena Invest

Learn from Dr. Tom Howard and Lambert Bunker from Athena Invest. Athena is one of our key research partners. They discuss what is happening today and how investors can deal with the scary news that surrounds us every day.

Estate planning with Stef Deters

Learn from attorney Stef Deters about how to make estate planning practical and rewarding for your and your family.

Asset Protection with the Expert Network Team

Learn from the expert network team in a podcast or an online movie. Karl Frank, Nathan Merrill, Mike Miller and Jeff Krommendyk about ways to protect your assets during these crazy times!

Dementia 101: 16 Ways to Reduce Your Risk

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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.

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