Periscope Newsletter and Blog

Read our latest investment advice, economic insights and real-life practical financial planning tips.

January 25, 2023

2022: The Year In Review

In 2022, most investments declined in value. This was the worst year in 95 years for bonds. It also saw a run-of-the-mill, average bear market for US and international equities. On the other hand, alternative investments, by and large, gained value in 2022. For the complete commentary, please email clientcare@assetsandincome.com (or contact our team...

January 11, 2023

New in 2023: Required Distribution Ages for Retirement Accounts

At the end of 2022, Congress passed over 90 new tax laws. One of the most important new rule changes is a change in the requirement to pull money out of your retirement account (IRA, 401k, etc.). The quick and easy way to remember the new rule is to remember the 1950’s. More on this...

January 3, 2023

A New Year’s Proclamation

If you are anything like me, you are ready to put the year 2022 behind you and are looking forward to a fresh start in 2023! A new year brings reflection on the past as well as promise for the future. Among the most common are a new year’s resolution to make a change. My...

December 20, 2022

2022 is A Crisis that Shows Our Resilience

“The S&P 500 closed out 1972 at 118. As I write, in the runup to Thanksgiving, it has just closed above 4,000. Let me say that again: The S&P 500 has gone down by about half three times in your lifetime and is now up about 34 times since the eve of the first...

December 13, 2022

Waiting for Precedented Times? Build Your Portfolio With Change in Mind

When the pandemic first started, the phrase “unprecedented times” seemed to be everywhere – in every article, video, or announcement – as everyone’s lives were collectively disrupted. “Unprecedented” was, in fact, an accurate term. Unfortunately, it was not the first or last time in our lives that we will face unprecedented times – think about...

photo of man reviewing best posts of this year

December 6, 2022

This Year’s Best Blog Posts: Crypto, Interest Rates, Investment Updates… and More!

What a year it has been! It’s hard to pick the most distinctive moment of this year as the economy has been unexpectedly rocky, due to both domestic and international events. All along, we’ve published our weekly Periscope to provide up-to-date commentary on the latest twists and turns relative to your portfolio and long-term...

November 29, 2022

We Are Moving!

We’re excited to announce that A&I Financial Services is moving to a new location in Lone Tree, Colorado on December 29th, 2022. Our new location is less than a mile from our current location in the Meridian office park. 9605 S Kingston Ct. #190 Lone Tree, CO 80112 Construction is well underway! We invite you...

November 22, 2022

Change (and Changing Markets) is Challenging and Awesome!

“We are not renters of stocks. We are owners of companies.” – Ron Baron As we discussed last week, we expect the changing markets to remain unsettled. Our investment researchers are cautious in the short term. Importantly, this level of caution is uncommon for us. We are long-term optimists, and you—and we—invest with that spirit....

November 15, 2022

Tips for Individuals Planning on Adopting – Consider Your Options & Make a Plan

Becoming a first-time parent brings with it a new world of financial challenges. As a parent or parents who are planning to adopt, here are some ideas to help you navigate your decision. Some things to consider include: Upfront Costs Complex Laws and Time-consuming Process Emotional, Physical and Relationship Costs Ongoing Costs A Special Note...

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