A&I Financial Services

Recently, Stacey and I had a chance to visit Tanzania. Truly, the trip of a lifetime. One of the adventures gave me perspective on financial planning and investing. I learned a traditional way to make coffee. We took a coffee bean from the plant all the way to the pot and then poured a cup...Read More

Recently, Chad Harmon and Karl Frank delivered a quarterly investment update. We rely on the research of iM Global Partners (iMGP) for our economic and investment outlook. For a more complete commentary, click here to open a PDF file or click below to watch the movie.   Right now, investors are optimistic, especially regarding Artificial...Read More

In today’s fast-paced world, individuals and families are seeking ways to leave a meaningful and lasting legacy. While financial planning is essential for securing our future, values-based financial planning takes it a step further. By aligning our financial decisions with our core beliefs and principles, we can create a legacy that goes beyond monetary assets....Read More

We rely on the research of iM Global Partners (iMGP) for our economic and investment outlook. For a more complete commentary, click here to open a PDF file. iMGP believes a recessionary bear market is the most likely outcome over the next 12-months. But, as they extend the time horizon over the next five to...Read More

On June 21st we held our first in-person and live Zoom event with guests both here in our new offices and attending from home. Our speaker was “live from London” and it was a great success. Learn a little more about why we are optimistic about international investing today. Andrew Goodwin from Oldfield Partners spoke...Read More

  “The S&P 500 closed out 1972 at 118. As I write, in the runup to Thanksgiving, it has just closed above 4,000. Let me say that again: The S&P 500 has gone down by about half three times in your lifetime and is now up about 34 times since the eve of the first...Read More

What is the difference between investing in equities vs. fixed income?Read More

Fixed income investments are popular among investors because they offer a predictable and steady stream of income. However, there are some considerations that you should take into account before investing in fixed income securities. See also: Bonds and Fixed Income Investments What is a fixed income investment? A fixed income investment is an investment that...Read More

Please refer to our Form ADV Part 2A disclosure brochure for additional information regarding the qualifications and business practices of A&I. Today, many people are looking for alternatives to investing in equity markets. Equity markets is a term synonymous with stock markets. Stocks and other securities are bought and sold on exchanges. Some of the...Read More

Understand the fundamentals of RSU's, tax ramifications, and strategies for maximizing their value!Read More