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Investments

A&I Financial Services

The Death of a 40-year-old Bond Market Read this Periscope for historical perspective on bonds—but it won’t be boring! Macroeconomic Investment Strategies We lean on our research partners at Athena Invest and Litman Gregory to make our investment decisions. Athena’s patented investment process identifies 10 themes, or 10 general ways that all investment managers make...
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  Watch the investment commentary movie from Dr. Tom Howard at Athena Invest. Learn about what we believe is shaping the markets and how the research team at Athena is positioning their portion of our investment portfolios. Here is a summary. If you want, you can click to an area of interest. First, Dr. Howard...
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The Economy is As Good as it Has Ever Been These are great economic times. Some people compare them to the 1920’s. When I grew up, the roaring twenties were explained by the euphoria caused by the end of the World War. The people were happy and the boys were home and went to work....
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Biden speaking
Read this Periscope to learn about the President’s proposed tax increases, including a huge increase in the long-term capital gains rate. Also, increases to the income tax rate, the step-up in tax basis, higher taxes on corporations and a gotcha for real estate investors. Second-largest Percentage Tax Increase in US History The proposed tax increases,...
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Equity markets are setting new highs. Read more to learn concentrated equity strategies. If you have a lot of money in a single stock, you will want to know these. Concentrated EquityWhen you have a large amount of money in the equity of a single company, you have concentrated equity risks. Putting together a plan...
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