Investment Advice Videos

Learn more about how we provide meaningful investment advice to a small number of successful families.

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COVID-19: How to Plan & Prepare Today

Cameron Morgan and Dave Stevens CFP®, CPA, give some practical financial planning advice in the Covid-19 pandemic.

End of Year 2020 Financial and Tax Planning

Chad Harmon and  Bret Eberhardt discuss financial planning and tax planning tips for the end of year 2020.

Presidential Election Myths and Truths

Karl Frank CFP®Bret Eberhardt, Stacey Frank and Chad Harmon lay out 10 myths and truths about Presidential elections and our investments.

How to Pay for College

Stephen Jobe from College Invest, Marla Mason CFP® and  Bret Eberhardt discuss how to pay for college.

How We Make Investment Decisions

Karl Frank, CFP®, Stacey Frank, Chad Harmon and  Bret Eberhardt discuss how our Investment Policy Committee makes decisions. This includes our investment beliefs, our research partners, their patented investment process and the right way to invest.

September 2020 Economic and Market Commentary

Karl Frank, CFP®, discusses the equity markets, the economy, four big themes and three big investment opportunities.

Concentrated Equity Strategies

Karl Frank, CFP®, discusses ways to reduce your risk and your tax burden if you have a large amount of money in a single stock, concentrated equity. Karl Frank from A&I Financial Services LLC.

Karl Frank, Transforming Conversations about Money

Karl Frank, CFP®, discusses how a conversation about investment management and financial advice can be transformational and fun.

Karl Frank – Transforming Conversations About Money from A&I Financial Services LLC.

Karl Frank, Wealth Management Process

Karl Frank, CFP®, discusses the four key areas of his unique wealth management process.

Karl Frank – Wealth Management Process from A&I Financial Services LLC.

Bret Eberhardt, an Introduction

Bret Eberhardt, Financial Advisor, discusses his approach and shares a story about an experience that changed his life.

Bret Eberhardt from A&I Financial Services.

Chad Harmon, an Introduction

Chad Harmon, Financial Advisor, discusses his unique approach to providing investment advice and retirement planning.

Chad Harmon from A&I Financial Services LLC.

Francois Giguere, an Introduction

Francois Giguere, CFP®, discusses how he helps his clients with more than just ira plans, investment management and financial services, but the importance of having a trusted advisor.

Francois Giguere from A&I Financial Services LLC.

Cameron Morgan, an Introduction

Cameron Morgan, Financial Advisor, discusses how the best financial advisors make a difference in the lives of their clients.

Cameron Morgan from A&I Financial Services LLC.

Karl Frank speaks about Go Tax Free tips at an international conference, MDRT 2013

Cameron Morgan: Success in Wealth

Cameron Morgan discusses wealth management, her financial strategy, and philosophy about protecting investments and building wealth.

Cameron Morgan, an Interview from A&I Financial Services LLC.

Which IRA is Right For Me?

Questions to Ask a Financial Professional

Why You Need a Plan for Long-Term care

My Long-Term care Story, Stacey Frank