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financial advice

A&I Financial Services

When markets go sideways, it can feel like all of your plans do, too. Recessions can bring with them a lot of uncertainty around life plans, from retirement dates to vacations to month-to-month spending to – well, I’m sure you don’t need me to continue the list! After several years of a strong (if volatile)...
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Assessing financial situation
Some of the Best Parts of Our Future May be in International Investments Last week, we hosted a Lunch & Learn about international investments. Our speaker, Roger Bianco from Capital Group, offers some timely and timeless advice. Where does the company earn its returns? Think about where the companies sell their products, not just where...
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man reviewing finances
Read this Periscope for insights into the future of inflation and how long it may last! Doubleline Research Says… In the last of two Periscopes on inflation, we look at the bottom-up research from one of our investment partners, Doubleline. Ryan Kimmell believes inflation will last longer than most analysts. Last week, I unfairly summarized...
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Budgeting and inflation
  Read this post for more information about inflation and the US dollar. Be sure to join us on May 19 for this week’s Lunch & Learn to learn about inflation from one of our key investment partners. Click here to RSVP. Inflation defies tradition A recent headline in the Wall Street Journal summarizes a...
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  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...
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investing smart
  Check out this post for an informative video with tips for managing our emotions while investing during these uncertain times. I encourage you to watch this video and share it with your friends. I spoke with an investor recently who said it was just a whole lot easier to deal with the turbulence of...
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retired couple hiking assets and income financial planning
Karl Frank recently published an article in Retirement Investor about an unpleasant surtax for some retirees. Read this post to learn more about the Medicare surtax that might surprise you. Read Karl’s Article HERE One of the least pleasant surprises in retirement is to find out that you suddenly have to pay more for Medicare...
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percentage increase interest
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...
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Read this post for commentary from our money managers about what is happening in Ukraine. In our portfolios, we have very little exposure (if any) to either Ukraine or Russia. So…it pays to be patient and call your financial planner!   Ukraine and Your Investments I think we have all been horrified by the invasion...
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