A&I Financial Services

At the end of 2022, Congress passed over 90 new tax laws. One of the most important new rule changes is a change in the requirement to pull money out of your retirement account (IRA, 401k, etc.). The quick and easy way to remember the new rule is to remember the 1950’s. More on this...Read More

If you are anything like me, you are ready to put the year 2024 behind you and are looking forward to a fresh start in 2025! A new year brings reflection on the past as well as promise for the future. Among the most common are a new year’s resolution to make a change. My...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

When the pandemic first started, the phrase “unprecedented times” seemed to be everywhere –  in every article, video, or announcement – as everyone’s lives were collectively disrupted. “Unprecedented” was, in fact, an accurate term. Unfortunately, it was not the first or last time in our lives that we will face unprecedented times – think about...Read More

  What a year it has been! It’s hard to pick the most distinctive moment of this year as the economy has been unexpectedly rocky, due to both domestic and international events. All along, we’ve published our weekly Periscope to provide up-to-date commentary on the latest twists and turns relative to your portfolio and long-term...Read More

We’re excited to announce that A&I Financial Services is moving to a new location in Lone Tree, Colorado on December 29th, 2022.  Our new location is less than a mile from our current location in the Meridian office park. 9605 S Kingston Ct. #190 Lone Tree, CO 80112 Construction is well underway! We invite you...Read More

“We are not renters of stocks. We are owners of companies.” – Ron Baron As we discussed last week, we expect the changing markets to remain unsettled. Our investment researchers are cautious in the short term. Importantly, this level of caution is uncommon for us. We are long-term optimists, and you—and we—invest with that spirit....Read More

Becoming a first-time parent brings with it a new world of financial challenges. As a parent or parents who are planning to adopt, here are some ideas to help you navigate your decision. Some things to consider include: Upfront Costs Complex Laws and Time-consuming Process Emotional, Physical and Relationship Costs Ongoing Costs A Special Note...Read More

With so many investments down in 2022, we at A&I are working harder than ever to make prudent long-term investment decisions in our client’s best interests. Among the work we are doing is to go out and visit the mutual fund and other investment managers who we work with. This year, I have visited with...Read More

Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill discuss what we are reading, how we are keeping up with our small businesses. Learn more about the Expert Network Team’s process and free discovery meeting.Read More