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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
Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.
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!
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.
Learn from Cameron Morgan about how we provide advice for parents and grandparents who want to help their loved ones pay for college costs.
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.
Learn from attorney Stef Deters about how to make estate planning practical and rewarding for your and your family.
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!
JJ Jordan with Dementia Friendly Denver. She speaks about the basics of dementia and the latest research towards a cure. She provides tips and tricks. She provides 16 things you can do every day to reduce your risk of Alzheimer’s disease and other forms of dementia.
Stacey Frank and Marla Mason CFP® discuss how COVID-19 changed things for women and their finances. They share good news about women and money. In particular, women save more and tend to do better with their investments than men! On the other hand, women face unique challenges, like longer life expectancies and lower average income compared to men. Learn how to manage your money like a boss! With a little humor and a lot of great analogies, Marla and Stacey make it real.
Marla Mason CFP® and Francois Giguere CFP® discuss the dramatic beginning to the year 2021. These are truly unchartered waters. Or are they? Is this new water or are we just encountering unfamiliar waves and currents? Watch this video and learn…
• What’s new and maybe what’s not?
• What changes might be expected from the new administration?
• How might those changes affect us, our investments, and our economy?
• What have we learned from history?
• What indicators might help us understand where things might be going?
• What should we keep in mind for our investments as 2021 unfolds?
Karl Frank discusses the view from the investment policy committee, including four investment themes and three big investment opportunities. He discusses inflation, interest rates and the economy in the USA and the world. And, of course, the pandemic and current political environment as well.
Cameron Morgan and Dave Stevens CFP®, CPA, give some practical financial planning advice in the Covid-19 pandemic.
Chad Harmon and Bret Eberhardt discuss financial planning and tax planning tips for the end of year 2020.
Karl Frank CFP®, Bret Eberhardt, Stacey Frank and Chad Harmon lay out 10 myths and truths about Presidential elections and our investments.
Stephen Jobe from College Invest, Marla Mason CFP® and Bret Eberhardt discuss how to pay for college.
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.
Karl Frank, CFP®, discusses the equity markets, the economy, four big themes and three big investment opportunities.
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, 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, CFP®, discusses the four key areas of his unique wealth management process.
Karl Frank – Wealth Management Process from A&I Financial Services LLC.
Chad Harmon, Financial Advisor, discusses his unique approach to providing investment advice and retirement planning.
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.
Cameron Morgan, Financial Advisor, discusses how the best financial advisors make a difference in the lives of their clients.
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.
Our wealth management approach may be different from experiences you have had with other advisors.
Contact UsWe offer a broad array of events that broaden our knowledge and experiences.
View All EventsRead 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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