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Keep Your Hands Firmly on the Data

“Keep your hands firmly on the data,” says Dr. Tom Howard, our chief equity investment manager.

Well, the data keeps pouring in. Here is some research based on a survey released from the CFP® Board:

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Keep in Mind These Lessons from the 2008 Financial Crisis

October 3rd was World Financial Planning Day, and we’ve recently marked the 10th anniversary of the financial crisis. As we reflect on the past ten years, now is the perfect time to re-evaluate your financial strategy and make sure you’re avoiding the personal finance mistakes made a decade ago

Follow this check-list of best practices, inspired by the events of the crisis and developed by CFP®professionals, to keep yourself on track:

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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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