A&I Financial Services

On June 21st we held our first in-person and live Zoom event with guests both here in our new offices and attending from home. Our speaker was “live from London” and it was a great success. Learn a little more about why we are optimistic about international investing today. Andrew Goodwin from Oldfield Partners spoke...Read More

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...Read More

  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...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

  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...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 [email protected]  ...Read More

Our 2022 Outlook is Cautiously Optimistic Our base-case scenario is that the pandemic recedes (but doesn’t disappear), the global economy slows but still grows above trend, corporate earnings growth slows but is still solid, the U.S. rate of inflation remains elevated but is falling, and U.S. interest rates rise moderately.   That would be a...Read More