A&I Financial Services

Timeless insight from September, 2018. I read an article in the Wall Street Journal that reminded me of our speaker and researcher, Dr. Howard. “A Better Way to Think about Portfolio Rebalancing,” by Meir Statman, describes it well. Mr. Statman says “risk isn’t about volatility; it’s about not satisfying wants.” What could be more risky,...Read More

Some young Americans are working toward FIRE, or Financial Independence, Retire Early. Go figure. Actually, retiring early requires a lot of figuring out!Read More