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financial advisor

A&I Financial Services

global investment outlook
  China, a story about when I grew up… Read this Periscope for insights into the world’s second largest economy and how it is influencing the culture and behavior of the world at large. When I grew up in Singapore… So begins our conversation with Louis Lau, one of our investment managers who specializes in...
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is china on the rise?
  China is going its own way As I discussed at the beginning of this year, China is going its own way. With the world’s second largest economy and the fastest growth rate of any large country, they are flexing economic strength. Read more: Our 2022 Outlook is Cautiously Optimistic Watch the video from January:...
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salary increase
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...
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wheel of investor emotion
  In our recent lunch and learn Zoominar, Bob Schmidt gave us some tips for how to become better investors. Here, I skip ahead to one of his best, most practical ideas.   Click Here to Use the Wheel of Investor Emotion   Watch Video on A Phenomenal Portfolio   He will walk through an...
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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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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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inflation in the market
Read this post for insights into inflation, or the loss of purchasing power, which has become a big deal in 2022. Click HERE to watch a 5 minute excerpt on inflation and interest rates from our recent 2022 market and economic outlook. When I gave the presentation to our clients in January, I could have...
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insight from A&I on 2022 market
S&P 500 or the S&P 5?   Read this post to understand a little more about the equity market’s recent volatility and also, get some inside baseball on one of the common measures of the equity markets, the S&P 500. CLICK HERE FOR A TWO MINUTE VIDEO ON THE S&P 5 FROM OUR RECENT 2022...
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