A&I Financial Services

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

The photo above is created with artificial intelligence (AI). It has a huge wall and, in the background, clouds that either look ominous or promising. In my opinion, the wall is ugly and the sky is beautiful. What do you think?  Let's spend a few minutes on each of these images, the wall and the...Read More

Learn the fundamentals of artificial intelligence and watch 2 movies from AI experts who are investment managers.Read More

The phrase “concentrated stock” or “concentrated equity” means that a large amount of your net worth is tied up in a single company.  Example of a Concentrated Equity Stocks are partial ownership interests in a company. For example, if your company is worth $10 million dollars and has 100,000 shares, then each share is worth...Read More

Watch our investment commentary movie to get a more complete summary of the last year! Skip ahead to: 2023 stocks, bonds returns (5 min) 5, 7 and 10 companies you might want to know (7 min) Opportunities we see in value, small and international companies (11 min) Federal Reserve and inflation, what that means for...Read More

Learn the answers to common questions about investing during election years.  * Which political party has been better for investors? (start at 7 min) * What typically happens to equities in an election year? (start at 9 min) * Which sectors have done best in an election year? (start at 16 min) * What mistakes...Read More

This is a great time to be a long-term investor, but if you are looking short-term, 2023 might have been a difficult year for you! Investments, by and large, ended the year with gains. The majority of these gains happened quickly, and came from a few investments. Artificial Intelligence sent the shares of a few...Read More