A&I Investment Update Q3 2023 with Karl Frank
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.
Learn about the different costs of healthcare in retirement. Get help planning to pay for these costs.
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.
Karl Frank and Chad Harmon discuss the investment research team’s opinions on:
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.
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:
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:
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 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, 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.
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.
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.
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 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.