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.

The Breakfast Club at the Federal Reserve

This story is just so good, I had to quote it at length, near the bottom of this Periscope. In brief, the Federal Reserve, and a couple of the world’s largest banks, recently spent a few days in detention. And this reminded one of our money managers of a movie about Saturday detention in the 1980’s movie, The Breakfast Club.

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205 Hits

Slow and Steady is Winning (again)

Do you remember September 20, 2018?

On that beautiful sunny day last year, equities, as measured by the S&P 500 index, would hit their all-time-high. They would go on a rapid descent through the end of 2018 until equities were twenty percent lower on Christmas Eve. Actually, the S&P 500 went lower for an hour or two during the following trading day before beginning to grow in value.

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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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Go Paperless 

Addressing Global Concerns on an individualized basis