Investment Advice Videos

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

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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

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.

March 2021 Women's Financial Resiliency

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.  

February 2021 Uncharted Waters

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?

January 2021 Investment and Market Commentary

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.

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.


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Recent Blog Post

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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