A&I Financial Services

The Death of a 40-year-old Bond Market Read this Periscope for historical perspective on bonds—but it won’t be boring! Macroeconomic Investment Strategies We lean on our research partners at Athena Invest and Litman Gregory to make our investment decisions. Athena’s patented investment process identifies 10 themes, or 10 general ways that all investment managers make...Read More

Read this Periscope for a few tips from the FBI about how you can protect yourself from fraud and theft. How to Protect Yourself from Fraud On Wednesday June 16, Supervisor Special Agent Brian Blauser from the FBI shared some stories and advice about fraud happening right now. The FBI does not allow us to...Read More

Learn from the expert network team in a podcast or an online movie. Karl Frank, Nathan Merrill, Mike Miller and Jeff Krommendyk about ways to protect your assets during these crazy times! There are four types of asset protection. We help you protect: 1. Financial assets 2. Property 3. Confidential information 4. Personal security in...Read More

Read this Periscope for our insights about the current inflation situation, what we are doing about it and what you can do too! Introduction Inflation means increasing costs for the goods and services we purchase. Economists largely agree that the more money there is in the world, chasing a finite supply of goods and services,...Read More

Asset Protection Video and Podcast Learn from the expert network team in a podcast or an online movie. Karl Frank, Nathan Merrill, Mike Miller and Jeff Krommendyk about ways to protect your assets during these turbulent times! Subscribe to the podcast or watch the video on our website.   There are four types of asset...Read More

  Watch the investment commentary movie from Dr. Tom Howard at Athena Invest. Learn about what we believe is shaping the markets and how the research team at Athena is positioning their portion of our investment portfolios. Here is a summary. If you want, you can click to an area of interest. First, Dr. Howard...Read More

Learn how to make a charitable contribution out of your IRA. This special tax benefit allows you to avoid income tax and for your charity to receive the full distribution without paying any taxes!Read More

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