Investment Advice Videos

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

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.

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

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. 

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.

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

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

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 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 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!