A&I Financial Services

Planning a dignified end of life is key. At our last Lunch & Learn, Kim Callinan, president of Compassion and Choices and national expert on end-of-life planning, explained her best methods for planning this unique phase of life. Watch the session below (and scroll down for a free resource!).   Kim is an end-of-life doula....Read More

Read this Periscope for the sequel to my musings from the trail, while I was summiting the highest mountain in the state of Washington a few weeks ago. Relationships Are Awesome On this ten day mountaineering journey, climbing Mt. Baker and Mt. Rainier, our seven civilians and three guides became fast friends. We came from...Read More

Read this Periscope for some key financial planning lessons from summiting the highest mountain in the state of Washington a few weeks ago. Halfway there, the summit is Reaching the summit is only half the trip. The scarier was coming back down. We took the Kautz Route up the Nisqually Glacier, which is a long...Read More

Read this Periscope for ideas about doing an easy and practical mid-year check in on your goals and investments. Also, scroll down to link to thoughts about inflation, the economy, and the death of the 60/40 portfolio. And don’t forget to join us for our next Lunch & Learn event next week – there’s still...Read More

Read this Periscope to learn more about one interesting benefit of having a financial planner that you might not have thought of before: mental health. Also, scroll down to link to thoughts about inflation, the economy and the death of the 60/40 portfolio. For many people, money is a source of stress and anxiety. This...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

Special guest Leia Ursery joins Karl Frank, CFP, and Nathan Merrill and provides useful and informative insights into something most of us fear: probate. If you have not had the opportunity to take an estate through probate, you likely dread the process like you might dread the Department of Motor Vehicles. But Leia Ursery will...Read More

Read this post for insights into why inflation happens and how long it may last. Doubleline Research Says… Recently, we had one of our investment partners speak at a Lunch & Learn event for our clients.  Ryan Kimmell is an analyst with Doubleline, a company with whom we have significant investments for many of our...Read More

Read this Periscope to learn more about the value of hiring a financial planner. Also, check the website for a video to learn more about the nuanced ways to measure and attempt to predict inflation, and about the tools that the Federal Reserve uses to reduce inflation! Financial planning is more than investment management As...Read More