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Periscope Newsletter

A&I Financial Services

Periscope Weekly Investment Newsletter.

An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.  Watch our Aging Plans movie to learn more! Skip ahead to: Questions an aging plan answers (19 min) Family meetings (28 min)...
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Many people struggle with the desire to keep their wealth private and prepare their children and grandchildren to receive the money. So, we want to have our cake and eat it too! Let’s walk through a few good ideas. With proper planning, and an experienced guide to help you do just that. One of the...
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Watch our investment commentary movie to get a more complete summary of the last year! Skip ahead to: 2023 stocks, bonds returns (5 min) 5, 7 and 10 companies you might want to know (7 min) Opportunities we see in value, small and international companies (11 min) Federal Reserve and inflation, what that means for...
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Learn the answers to common questions about investing during election years.  * Which political party has been better for investors? (start at 7 min) * What typically happens to equities in an election year? (start at 9 min) * Which sectors have done best in an election year? (start at 16 min) * What mistakes...
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What makes a successful retirement? More than money!  Dr. Michael Finke is a researcher who speaks around the country about financial planning. His research shows there are three pillars to happiness in retirement: Money Health Relationships Dr. Finke’s unique perspective argues that we ought to invest in each of them. Money Retirement is more than...
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Three pillars of a happy retirement are money, health, and relationships. As we age, health becomes more and more important. If you, or a loved one, is looking for home healthcare, you may want to start your search here: the Medicare website. Home healthcare agencies are registered with Medicare, so they can receive Medicare payments....
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