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Market Summary

A&I Financial Services

At the end of 2022, Congress passed over 90 changes to the tax code. On February 2nd, we held a Zoominar where I summarized the bigger changes that affect most people. Here are some of the tax laws and limits not discussed in the Zoominar: Gift Tax Exclusion Rises to $17,000 One of the most popular...
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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 [email protected] (or contact our team...
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couple smiling over finances
  “The S&P 500 closed out 1972 at 118. As I write, in the runup to Thanksgiving, it has just closed above 4,000. Let me say that again: The S&P 500 has gone down by about half three times in your lifetime and is now up about 34 times since the eve of the first...
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photo of man reviewing best posts of this year
  What a year it has been! It’s hard to pick the most distinctive moment of this year as the economy has been unexpectedly rocky, due to both domestic and international events. All along, we’ve published our weekly Periscope to provide up-to-date commentary on the latest twists and turns relative to your portfolio and long-term...
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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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woman listening to podcast
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...
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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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