A&I Wealth Management > Blog > Goodbye 2020

In this, the last Periscope blog of 2020, I want to thank you for your trust and confidence throughout this year. When you schedule your regular review with your financial advisor, take time to remember this year. If you only looked once per year, then you might think 2020 was a very good year indeed.

The COVID-19 pandemic is unprecedented and the impacts may be felt for years to come. As of the time of writing, we have three vaccines that promise to change things for the better. How does the current situation change our planning? CLICK HERE

Watch us Dance to Jingle Bell Rock

Expert Network Team Podcast

Check out our new podcast! Karl Frank and Nathan Merrill discuss their least favorite words of 2020 in a light-hearted discussion to end this “unprecedented” year.

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About the author

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.