Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.

Four Investment Themes for July 4th

Read this Periscope to learn four themes for the near future. The past six months changed the world (again) and we’ll look back on 2020 as one of the most stressful of years. Hint: the key word of the near future is adapt.

Theme 1: Consumers go online FAST!
WalMart is, by far, the world’s largest retailer. Amazon is, by far, the world’s largest online retailer. The past six months has seen online sales FOR BOTH companies skyrocket. The next six months, and the near future will be one where the companies who can adapt will take market share from their competition, and whose share prices may increase. Who would have thought we could and would buy cars online? Talk with our doctors via telehealth—which amounts to a computer screen—did you?

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When is the Right Time for Financial Planning?

Money skills are survival skills, I said recently to the CFP Board of Standards. This wasn’t my idea, it was my dear friend and mentor, now departed, Dick Wagner, who gave me the opening quote.

Read my CFP Board blog post

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73 Hits

Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free






An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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Go Paperless 

Addressing Global Concerns on an individualized basis