A&I Financial Services

Life Transitions Create Big Emotions When life changes, our emotions go up. And money usually increases the stress we are already feeling! Changes include: Career change or other employment-related changes        Retirement       Divorce       Death in the family       Sale of a business       Marriage       Children-related: births, kids leaving home, etc.       Financial—inheritance, windfall, etc. Money usually increases the drama of things! Importantly, the stress is real...Read More

Read this Periscope to learn about the President’s proposed tax increases, including a huge increase in the long-term capital gains rate. Also, increases to the income tax rate, the step-up in tax basis, higher taxes on corporations and a gotcha for real estate investors. Second-largest Percentage Tax Increase in US History The proposed tax increases,...Read More

Retirement May Mean Retirements–Plural!In today’s world, the idea of retiring from work and never returning is less popular than it used to be. Many of our clients and friends are switching up the work they do instead of quitting. Some of them take off work for a year or several years, and then go back...Read More

From March, 2021, learn about the forecasts our research team was making at that time. Subject includes the US debt and payments on that debt. What could it mean for our equity portfolios?Read More

Cameron Morgan with A&I Financial Services and the experts share our own stories. Learn how we are paying, or already paid for, our kids’ college educationsRead More

Equity markets are setting new highs. Read more to learn concentrated equity strategies. If you have a lot of money in a single stock, you will want to know these. Concentrated EquityWhen you have a large amount of money in the equity of a single company, you have concentrated equity risks. Putting together a plan...Read More