Periscope Newsletter and Blog

Read this Periscope to learn 10 trends we see over the next 10 years. I wrote this before the Covid-19 Pandemic, and I’ve been holding off sending it because I wanted to see if the pandemic changed them. But it did not. This time, it is not different after all…Send me a note or call...Read More

We are open for business! If you’d like to visit us, we’d love to see you. Watch this 1 ½ minute video with Chad and Bret explaining how we are keeping you and our team safe during the Covid 19 pandemic. Disaster PlanningWhen we created the disaster recovery plans for our company, we thought about...Read More

The Covid-19 pandemic has sent us home and it’s time for Spring Cleaning! Financially-speaking, it’s a good time to plan. Talk to your wealth manager for a free financial planning kit. And, if you’ve a friend who’s lost a job, consider forwarding this to them and we’ll offer them a free initial consultation. How long...Read More

We have a lot of great charts and graphics in this Periscope—perfect to share with a friend! Happy earth day! Your US government stimulus checks are in the mail! Should we party like it’s 1983? Why 1983? Stocks are cheaper, relative to treasuries, than they have been since 1983. What this is telling you, is...Read More

We are all learning to adapt to our new lifestyle now that all of the A&I Financial team members are working at home. This week, I thought I’d share a few thoughts about equities, discuss one Covid-19 forecast and conclude with what I think all of us can do about it—which is talk with our...Read More

Who cares about last Friday’s CARES Act? We have a lot to cover in this Periscope with the changes from Friday’s huge legislation. These include: and nbsp; No RMDs from retirement accounts in 2020 A new $300 charitable deduction Unlimited charitable deduction possibilities Covid-19 victims may make distributions and loans from retirement accounts Potentially big...Read More