A&I Financial Services

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

“What is the difference between risk capacity and risk tolerance in investing?” Risk capacity and risk tolerance are two important concepts that investors should understand. Though they are related, they are not the same thing. Risk Capacity Ability to take on investment risk is a function of objective measures (the client’s financial profile) such as...Read More

Inflation is Affecting Most Countries in 2021 From August, 2021. We hear a lot of talk about inflation in the USA. But it is not just an American problem. Look at the following chart:   Source: Statista In this great chart on inflation expectations around the world, you can see the USA is not in...Read More