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Investments

A&I Financial Services

Recently, Stacey and I had a chance to visit Tanzania. Truly, the trip of a lifetime. One of the adventures gave me perspective on financial planning and investing. I learned a traditional way to make coffee. We took a coffee bean from the plant all the way to the pot and then poured a cup...
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Many people ask, should I name my trust as beneficiary of my IRA? The answer is, it depends. Read this Periscope for a quick summary and click the link to learn more details, and to understand the IRS rules around inheriting an IRA*. Advantages of Trust as Beneficiary One big advantage of the trust as...
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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...
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Last year, our best performing investments were neither equities (stocks) nor bonds. They were alternative investments, including managed futures. We believe the right way to invest is to diversify by strategy. This strategy zigs when equities zag, and last year did quite well. Click here to learn more about our alternative investments and hedging strategies....
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women looking at a phone and talking
“We are not renters of stocks. We are owners of companies.” – Ron Baron As we discussed last week, we expect the changing markets to remain unsettled. Our investment researchers are cautious in the short term. Importantly, this level of caution is uncommon for us. We are long-term optimists, and you—and we—invest with that spirit....
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man reviewing finances
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...
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Read this Periscope for ideas about doing an easy and practical mid-year check in on your goals and investments. Also, scroll down to link to thoughts about inflation, the economy, and the death of the 60/40 portfolio. And don’t forget to join us for our next Lunch & Learn event next week – there’s still...
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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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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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