A&I Financial Services

Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted stock and other types of concentrated equity. Learn three big rules for owners of concentrated equity, and Karl’s favorite “go tax free” idea for owners of concentrated equity. Other ideas include nonqualified deferred compensation, employee stock purchase plans, net unrealized appreciation...Read More

Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single company’s stock. This is called having concentrated equity. Learn investment and tax strategies to reduce the tax-load and increase the after-tax money you have. Learn about costs, complexity and safety for different...Read More

Today’s headlines are stressful. Equity markets are full of hope, having recovered from the most recent bear market. You deserve a vacation—or at least a comforting drink and moment to relax. The recent market movements inside your equity investments were dramatic and rare. Equities Can be Terrifying Equities can be terrifying to watch. If you...Read More

From 2020, learn what we saw as big trends in investments.Read More

From April, 2020, learn what we were thinking about investing at this point in time.Read More

Learn what we were thinking about investing in bonds when interest rates were at all time lows.Read More

Worried about investing? Take a hike! If I can trust somebody out there—at that level—then I have made a huge step forward in entrusting your money with them as well.Read More

Two of the more recent hot investment ideas in the year 2019 are marijuana and Unicorns/IPOs.Read More

On Earth Day, 2019, we launched a three-part plan to do our part to increase our client experience, and help the planet, too. GO PAPERLESS First, it’s never been easier to go paperless with your investments. Click here to save thousands of pages of print (and hassle) per year. Chad Harmon collects 6 months of...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