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market insight

A&I Financial Services

couple smiling over finances
  In 2022, most investments declined in value. This was the worst year in 95 years for bonds. It also saw a run-of-the-mill, average bear market for US and international equities. On the other hand, alternative investments, by and large, gained value in 2022. For the complete commentary, please email clientcare@assetsandincome.com (or contact our team...
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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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coworkers discussing finance
With so many investments down in 2022, we at A&I are working harder than ever to make prudent long-term investment decisions in our client’s best interests. Among the work we are doing is to go out and visit the mutual fund and other investment managers who we work with. This year, I have visited with...
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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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When markets go sideways, it can feel like all of your plans do, too. Recessions can bring with them a lot of uncertainty around life plans, from retirement dates to vacations to month-to-month spending to – well, I’m sure you don’t need me to continue the list! After several years of a strong (if volatile)...
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couple looking over the markets to plan the road ahead
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...
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china faces challenges
  Read this post for a brief overview of some of the challenges faced by America’s biggest economic rival, and the world’s second largest economy. China wants to be the biggest and best China has ambitious goals and the country’s recent success has increased the chances that it will achieve them. One of the goals...
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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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