A&I Financial Services

  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...Read 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...Read More

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 of our investment update, here are some shortcuts for you: 5 mins 10 seconds: 5...Read More

With the end of the U.S. Open also came the end of Serena Williams’ career. She secures her place in history as one of the greatest athletes of all time, retiring with 73 career titles won over 25 years. As Serena notes in a letter explaining her decision to retire, tennis has been her entire...Read More

On August 30th, join Shelly Slocum, author of Love and Inspiration from Mom, in our office or via Zoom. We will get some uplifting and fun insights into overcoming challenges in life. Shelly Slocum faced a huge challenge when her daughter went through a series of devastating, traumatic events. Shelly combined her love of self-help...Read More

This week, I have some tips for our clients to make your investment experience a little less painful while the investment world goes through turmoil. 1. Go Mobile The first way to make your investment experience easier is to access your accounts, financial plans, and get in contact with your financial planner – all of...Read More

Read this post for insights into why inflation happens and how long it may last. Doubleline Research Says… Recently, we had one of our investment partners speak at a Lunch & Learn event for our clients.  Ryan Kimmell is an analyst with Doubleline, a company with whom we have significant investments for many of our...Read More

  Read this post for insights into what we are doing to protect our usual client portfolios from inflation and the investment opportunities we see today. Last week we gave a link to clients with a lot of detailed information. Today’s newsletter is shorter than that, but still pretty detailed! Make sure to contact your...Read More

Read this post for 8 good ideas and 3 bad ideas for what to do with a bonus, or other influx of money. Recently, I published an article for the CFP Board of Standards. I thought I would add some color to the article for our clients. The question was, what should you do with...Read More

What in the world is happening to interest rates? Read this blog post for insights into interest rates, which are making the news at the beginning of 2022. Click HERE to watch a 5-minute discussion about inflation and interest rates from our recent 2022 Market and Economic Outlook. So what in the world is happening...Read More