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.

Damn the Robot

For many of our clients, we recently changed a few of your investments. If you’re curious about what we’re thinking, and why we made a change, now is a perfect time to pick up the phone and call your wealth manager.

We have a debate going on right now in our industry. One says, “Damn the torpedoes, full speed ahead!” and the other says, “you are a moron,” prepare for a recession.

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Death of equities, 40 years ago today

On August 13, 1979, Business Week wrote a cover-page story that summarized feelings that many people today may find familiar: “we hate equities.”

That day, the S&P 500 closed at 107.42 and today, forty years after equities passed away, the S&P 500 index is near 3,000. Since that time, S&P 500 dividend has risen from $6 to over $56. Over these past forty years, inflation has risen 3.5 times. (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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Go Paperless 

Addressing Global Concerns on an individualized basis