A&I Financial Services

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

Cameron Morgan with A&I Financial Services explains to the experts some great info about how 529 plans really work.Read More

Women face unique financial problems. The pandemic wiped out the plans for many women. Women are choosing to leave the workforce in order to provide the child-rearing and other caregiving needs of their family. Other women are working at home and attempting to balance more house work, more demands made with childcare, more demands from...Read More

Read this Periscope to learn about what we are doing about ID theft, fraud and human errors with our own and our client’s private information. Also: 2020 and 2021 tax brackets are available on GOTAXFREEbook.com Click to watch our most recent lunch and learn, Uncharted Waters Listen to the Expert Network Team podcasts Cyber Fraud...Read More

Expert Network Team Podcast Mike Miller CPA tells a story about a friend who made it through the economic shutdown from the pandemic because of his strong balance sheet. Mike shares questions to ask yourself as you think about your finances. Learn a practical idea about planning for what to do when business income declines....Read More

Read this Periscope to learn about how we build an asset allocation, choose between investment strategies and build your portfolio. Expert Network Team Podcast Play to listen to Karl and his Expert Network Team’s latest podcast. Mike Miller CPA tells a story about a friend who made it through the economic shutdown from the pandemic...Read More