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 Coronavirus Correction

If you have concerns about Coronavirus Covid-19, or last week’s equity market correction, please call your wealth manager. We are happy to talk with you about your personal financial plans.

This correction in perspective
As the financial news has made abundantly clear, equity markets entered correction territory last week. A “correction” is Wall Street speak for a time when US equities decline 10% from their all-time highs.

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Life Is Unfayeh: Today's Equity Markets

“Life is unfayeh” JFK

Last week I spoke about our beliefs in the face of a dramatically changing world. This week, allow me to reflect on last year and what we see in the future.

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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