A&I Financial Services

When it comes to spending and saving, there are many different philosophies of thought for how much to allocate where. Broadly speaking, many people tend to break up their budgets into necessities / personal spending / savings. However, “savings” can feel ambiguous, especially when you factor in the many ways that savings can be used...Read More

For Gen Z and Millennials, the lack of budgeting has left them feeling anxious about their financial goals. According to a 2020 NerdWallet study, 83% of Gen Zers and Millennials have experienced regret about their spending decisions. Even though budgeting may seem daunting at first, with the help of a financial planner, Gen Zers and...Read More

You asked for a podcast, and our Expert Network Team has delivered!  Over the last two years, we’ve published over fifty episodes.  Check them out here (and be sure to subscribe to get updates!). Subscribe to the Podcast You can stream the podcast on Apple or Google Podcasts. Or, listen to the Expert Network Team...Read More

The equity markets and fixed income markets are scaring many of your friends out of their investments right now. It’s time for the A&I third quarter investment commentary. Contact your wealth manager here at A&I if you have any questions or concerns about today’s headlines and your long-term, real-life financial plans. And, consider introducing us...Read More

“To reduce inflation, you have to squash the perception that we are going to have it.” – Eddy Vataru, Osterweiss Inflation is a self-fulfilling prophecy. If we believe prices will be higher, then producers keep prices higher, and this positive cycle continues. Some related services we provide: Investment Advice Tax and Estate Planning Tax Optimization...Read More

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...Read More

Join us for an insightful discussion with Louis Lau on the remarkable changes that have taken place both within China and China’s place in the world, while we discuss investment implications and complexities of China’s rise and development.    April 13, 2022 11:30 am to 12:30 pm MST Via Zoom To RSVP, contact clientcare@assetsandincome.com  ...Read More

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...Read More