A&I Financial Services

The markets are rallying back from the fear of Covid-19 and some things have changed dramatically. But many things have not.Let’s take a look at what has changed and what has not. Things that changed Right now, the Covid-19 economic crisis is still upon us. Many companies are attempting to restart their businesses and some...Read More

Today’s headlines are stressful. Equity markets are full of hope, having recovered from the most recent bear market. You deserve a vacation—or at least a comforting drink and moment to relax. The recent market movements inside your equity investments were dramatic and rare. Equities Can be Terrifying Equities can be terrifying to watch. If you...Read More

From 2020, learn what we saw as big trends in investments.Read More

We are open for business! If you’d like to visit us, we’d love to see you. Watch this 1 ½ minute video with Chad and Bret explaining how we are keeping you and our team safe during the Covid 19 pandemic. Disaster PlanningWhen we created the disaster recovery plans for our company, we thought about...Read More

Here are five thoughts for Cinco de Mayo as you plan your year and think about the years ahead. 7 minutes with Warren Buffett Speaking of value, investment strategies Is this the best opportunity since 2008? Or is it since 1999? And finally, you can now choose a monthly Periscope instead of a weekly one,...Read More

The Covid-19 pandemic has sent us home and it’s time for Spring Cleaning! Financially-speaking, it’s a good time to plan. Talk to your wealth manager for a free financial planning kit. And, if you’ve a friend who’s lost a job, consider forwarding this to them and we’ll offer them a free initial consultation. How long...Read More

From April, 2020, learn what we were thinking about investing at this point in time.Read More

From 2020, changes to taxes and investment planning after passage of the CARES Act.Read More

“2020 stinks. I broke both my legs, the world came down with Coronavirus, and Kobe died!” Henry Frank Coronavirus fears are causing what may feel like unusually stressful times. Perhaps some perspective helps. A&I Wealth Management started just a year and a few months before the stock market crash of October 18, 1987. That day,...Read More

“Life is unfayeh” JFK Last week I spoke about our beliefs in the face of a dramatically changing world. This week, allow me to reflect on last year and what we see in the future. Life is unfair (or unfayeh, as JFK might have said). Often, investments are best when they feel the worst. Worse...Read More