A&I Financial Services

“Should I sell my investments when I’m feeling anxious about the market?” John sat at his kitchen table, staring at his investment portfolio. The news was on in the background—another crisis, another market dip, another reason to panic. He had worked hard to build his savings, but the fear of losing it all made him...Read More

“How can I protect my retirement savings during market volatility?” Mark sat at his desk, staring at the latest market update. Another volatile day. Another wave of anxiety. He had done everything he thought was right—saved diligently, diversified his investments, and planned for retirement. But now, with headlines screaming about inflation, tariffs, and fears over...Read More

Emotions are a powerful force in our lives, often swinging like a pendulum between optimism and despair. When things go well, we celebrate—but with restraint, recognizing the effort that led to success. When things go poorly, however, our reaction can be overwhelming, fueled by surprise and disappointment. This pendulum of emotions is hard-wired into human...Read More

At A&I Wealth Management, every decision, every conversation, and every plan starts with one goal: helping people create meaningful lives and retirements they can be proud of. Our story is one of evolution, collaboration, and purpose—a story that began decades ago with a vision and continues to grow stronger every day. The Beginning of Something...Read More

Cynthia, a 72-year-old widow, recently found herself dealing with a troubling situation. She’d noticed a few unusual transactions on her bank account—nothing major, but enough to make her uneasy. Uncertain about the details of online security, Cynthia wasn’t sure where to turn. Her late husband had managed their finances, and she felt overwhelmed by the...Read More

For business owners, fostering a positive and inclusive workplace isn’t just about doing what’s right—it can also be a strategic investment in your company’s long-term value. Diversity, Equity, and Inclusion (DEI) initiatives can enhance company culture, promote innovative thinking, and increase employee engagement, making your business a stronger growth asset in your financial portfolio. In...Read More

Let’s face it. The world is now hyper-connected making it easier to forget that our personal information is constantly at risk. Every time we use a credit card, browse the internet, or even post on social media, we leave a digital trail that cybercriminals can exploit. A recent seminar, led by cybersecurity expert Chad Swats,...Read More

Cybercriminals are becoming increasingly sophisticated in their methods to steal sensitive information, and the investment world remains a prime target. Two prevalent scams that we, at A&I Wealth Management, unfortunately see investors targeted with are phishing and spoofing. These scams can have devastating consequences, leading to significant financial losses and identity theft if you’re not...Read More

Starting out with investing as a young person is one of the smartest financial moves you can make. The earlier you begin, the more time you have for your money to grow through the power of compound interest. Whether you’re just entering the workforce or are already on your way to building wealth, these ten...Read More

UPDATED: August 12, 2024 I share some of the insights from our investment research team at IM Global Partners during the Q2 Investment Market event. Their “base-case view” is for the economy to continue growing, slowing, for inflation to grind lower and for equities to continue to do well. IMGP believes inflation has peaked and...Read More