Investment Beliefs


We believe quality inputs generate quality results over time.

We believe that investor behavior is the single greatest determinant of an investor's financial success.

We believe that asset allocation between stocks and other investments, including bonds and alternatives, is more important than selection and timing of particular investments.

We believe stocks will yield better returns over time than other assets.

We believe that combining time-tested strategies, with high conviction and consistency, generates superior investment returns.

We believe in ongoing, rigorous due diligence and testing of our beliefs.

Click here for more information on our investment approach.

Click here for more information on our financial planning approach.

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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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