A&I Financial Services

UPDATED: August 12, 2024 I share some of the insights from our investment research team at IM Global Partners during the Q2 Investment Market event. Their “base-case view” is for the economy to continue growing, slowing, for inflation to grind lower and for equities to continue to do well. IMGP believes inflation has peaked and...Read More

From Memories to Heirlooms: A 7-Step Guide to Legacy Storytelling Have you ever wished you could capture the wisdom and stories of your elders before it’s too late? As we age, the importance of passing on our experiences and memories becomes more apparent, but the challenges of doing so can seem daunting. Bernie and Zelda...Read More

Selecting The Right Start Date for Social Security Income: A 6-Step Solution Welcome back! In the previous post discussing common obstacles to knowing when you should start Social Security, we introduced Natalie, a hardworking healthcare professional unsure about when to begin claiming her Social Security benefits. The common challenges Natalie and many of others face...Read More

Natalie asked, when should I start taking Social Security? Natalie worked in healthcare her entire life. She raised children, largely alone, and put them through college. Natalie was unsure if she had enough money to retire, and unsure about when to start Social Security Retirement Income. She had many friends and they would talk about...Read More

Financial planning advice for millennials and generation Z.Read More

The photo above is created with artificial intelligence (AI). It has a huge wall and, in the background, clouds that either look ominous or promising. In my opinion, the wall is ugly and the sky is beautiful. What do you think?  Let's spend a few minutes on each of these images, the wall and the...Read More

A great resource for you to help your loved ones at the end of your life, and after you pass away.Read More

Read our most recent investment market commentary. In brief, the year 2024 was off to another good start for equities. Bonds are struggling a little bit. Alternative investments are doing well. Our research team is less excited about emerging markets now, and we made a change back to our long-term, strategic allocation between international and...Read More

Put retirement on autopilot, with examples.Read More