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.

Cyber Security, What You Can Do and What We Are Doing About It

This week, we host Director of Crime Prevention Programs of Jefferson County 1st District Attorney's Office, Cary Johnson, to teach us about keeping our identities safe from those who would do us harm. Consider joining us on Wednesday, June 12, 2019 at 11:30 AM.

Recently, the list of companies that have been hacked includes Marriott/Starwood, Facebook, Uber, Yahoo, Equifax, US Office of Personnel Management, Sony, Target and more. This week, we have some tips for you:

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Brutal May and RMDs at age 72?

I thought I’d quote at length a particularly smart economist, working for a major mutual fund company, who recently wrote passionately about the market behavior of May, 2019. Her conclusion summarizes our opinion nicely, I think:
“Markets continue to be nervous and are suggesting a high level of fear…Having said that, investors with diversified portfolios and longer-term time horizons should not be panicked by the current situation."

“At this juncture, I still believe a recession is unlikely, given the ability of the Federal Reserve to respond to the current situation – as well as China’s commitment to continue to stimulate its economy fiscally and monetarily. I expect stocks will be volatile but will still outperform in this low-rate, benign inflation environment. In this environment, sell-offs can represent attractive buying opportunities for disciplined investors." - Kristina Hooper, Chief Global Market Strategist at Invesco. (1)

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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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The Green Initiative

Addressing Global Concerns on an individualized basis