A&I Financial Services

Read this Periscope to learn about how we make international investment decisions or explore more about Investment Advisory Services by A&I. Plus, our friend just won a World Cup Freestyle Skiing! Expert Network Team Podcast Click Here to listen to Karl and his Expert Network Teams Latest Podcast John Sauer, employment law attorney, talks with...Read More

Read this Periscope to learn about how we assemble an expert network team, including a CPA, attorney, insurance expert and other professionals for our clients. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast.Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted...Read More

Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted stock and other types of concentrated equity. Learn three big rules for owners of concentrated equity, and Karl’s favorite “go tax free” idea for owners of concentrated equity. Other ideas include nonqualified deferred compensation, employee stock purchase plans, net unrealized appreciation...Read More

Read this Periscope to learn about our financial planning process. We call it Advanced Financial Planning. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast.Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single...Read More

Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single company’s stock. This is called having concentrated equity. Learn investment and tax strategies to reduce the tax-load and increase the after-tax money you have. Learn about costs, complexity and safety for different...Read More

Consolidated Appropriations Act of 2021 and What it Means for You In Expert Network Team podcast episode 14, Karl and Nathan Merrill, attorney at Goodspeed and Merrill, discuss the most recent tax reform passed through Congress at the end of 2020. Many people know about the $600 sent to families. But we discuss other details...Read More

Happy returns happen—especially when we separate ourselves from our investments. Crash and Recovery 2020 saw the shortest bear market in history. From February to March, we experienced the fastest deep crash ever, with the equity markets losing more than a third of their value. From that point until the end of the year, markets more...Read More

In this, the last Periscope blog of 2020, I want to thank you for your trust and confidence throughout this year. When you schedule your regular review with your financial advisor, take time to remember this year. If you only looked once per year, then you might think 2020 was a very good year indeed....Read More

Dr. Lisa Brenner, Vice Chair of Research, Physical Medicine and Rehabilitation for the VA and Professor at the University of Colorado, Anschutz Medical Campus, delivered a great presentation about Covid-19 and physical and mental health. She mentioned a phenomenon that happens that when things get tough, we come close together. We can actually become more...Read More

Check out your financial advisors dancing! Even though we had to cancel this year’s holiday party, we want to share with you our 2 minutes of festive fun. No humans were harmed in the creation of this video. Holiday Video 2020 Expert Network Team Podcast Check out our new podcast! Karl Frank sits down with...Read More