A&I Financial Services

Read this week’s Periscope for insights into some of the opportunities and risks we see in equity markets, including a wild ride in Tesla. Also, here are the links to our new webinars on demand. Learn How We Make Investment Decisions September 2020 Market and Economic Commentary Tesla is Not as Good or Bad as...Read More

Read this Periscope for an astonishing perspective on the recent past and a prediction for the future. These Companies are Big Recently, I wrote that the SP500 has never been more concentrated than it is today. Five companies make up nearly $1 out of $4 that a person invests. Read also: Why We Invest Internationally...Read More

Read this Periscope for insights into the space race, and why the Space Force might not be as crazy as it sounds. Cooperation and Competition in Space China is big, but outer space is even bigger. And it’s not just the USA who is going to outer space. A lot of other countries want to...Read More

This week’s Periscope outlines why we make international investments and presents some cool charts. So read on! Why We Invest Internationally This post provides a little timely perspective and a broad overview of our investment philosophy. We wrote a white paper about why we invest internationally. If you’d like the details, you may download the...Read More

Read this Periscope for a perspective on true client care and a summary of July’s Periscope news. I’m tired of the Covid-19 excuse for delivering bad client service. Are you with me? The wait times at many large companies are horrendous. The people who answer are a little too casual, and carefree. There is too...Read More

The news is omnipresent: in our hands, in the web browser, in the background at a public space. But it’s just noise. This week’s Periscope addresses an example of news and futility. Same News—Different Conclusion I knew it was going to happen. The headlines would give us bad news about financial institutions. Here is a...Read More

  Read this Periscope for a recap of the one of the most strange episodes in the history world investments, the year 2020. Since we don’t have sports, we might as well have drama—and 2020 is delivering a lot of drama. Investment update Overall, we are comfortable with our current portfolio positioning, which balances a...Read More

Continuing with one of last week’s four investment themes, a number of our investment managers are looking at the way work is changing in the United States and finding opportunities. I thought I’d share with you a summary of some of their thoughts. Part of the value we bring to you, I hope, is that...Read More

Read this Periscope to learn four themes for the near future. The past six months changed the world (again) and we’ll look back on 2020 as one of the most stressful of years. Hint: the key word of the near future is adapt. Theme 1: Consumers go online FAST!WalMart is, by far, the world’s largest...Read More