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.

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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Investments Halftime Report

“As we experienced this past quarter, uncertainty is a constant presence and volatility can return to markets at the drop of a pin (or a tweet, it seems, these days).”

So concludes the second quarter “halftime” investments report for our clients. If you’d like to read the entire report, and you’re reading this in an email, just click here.

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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