A&I Financial Services

From 2020, changes to taxes and investment planning after passage of the CARES Act.Read More

Without money, we would never have experienced Monet. A very brief story about Monet's relationship with money.Read More

From 2019, a timeless lesson in investing for the long-haul, risk tolerance and the power of compoundng interest.Read More

Your fact-filled list of 29 surprising reasons to use a 529 college savings plan.Read More

Planning, the simple act of planning, not even following a plan, creates money. In fact, even if you create a plan and don’t follow it, you still end up with more money. So say the researchers. (1,2,3) On the other hand, when I say the word “money,” your brain shuts down and your emotions shoot...Read More

“Some things I hope I never do: clog the checkout line at a drugstore while laboriously counting out 54 pennies in exact change; drive 10 miles an hour in a 35-mph zone; serve my children freezer-burned tuna noodle casserole.” *1 Early retirement would be nice Retirement can be the opportunity of a lifetime to achieve...Read More

Let’s tell a story. First, we agree on some basics. The best way to set a lifetime investment plan is to discuss our goals, create a plan, and then assemble a portfolio of investments. We agree we should do these things in that order, because it is the order of priority. Let’s say you want...Read More

Our overall philosophy of investment advice is goal-focused and planning-driven, as sharply distinguished from an approach that is market-focused and current-events-driven. Every successful investor we have ever known was acting continuously on a plan. Failed investors, in our experience, get that way by reacting to current events in the economy and the markets. We neither...Read More