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Financial Planning Resources

Financial planning blog, events, videos, podcasts, and white papers

Periscope blog

Professional financial planning tips
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Live events

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Videos

Recordings of events and short videos too
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2026 Q1 Market and Investment Update with Karl Frank of A&I Wealth Management

In this Q1 Market Commentary, Karl Frank shares a timely update on the current economic landscape, key market movements, and what they could mean for investors moving forward.

With so much ...happening in the markets this year, this session breaks down the bigger picture—covering economic trends, market performance, and a forward-looking perspective to help you stay informed and confident in your financial decisions.

Whether you’re an active investor or simply trying to make sense of today’s financial environment, this discussion provides valuable context and clarity.

In this video:
• Q1 market performance overview
• Key economic trends impacting investors
• Insights into the current financial landscape
• Forward-looking market outlook and considerations

Have questions about your financial plan or want a second opinion? Our team offers up to three complimentary meetings to help you get clarity and direction. Reach out to learn more.

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Make sure to like, subscribe, and turn on notifications to stay up to date with future market updates and financial insights.

#MarketUpdate #EconomicOutlook #Investing #FinancialPlanning #WealthManagement

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests
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White Papers

Download financial educational documents
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including the Wealth and Wellbeing Album

Financial advisor careers

Go Tax Free

Tax saving strategies and timely updates
Current year tax update
Tax saving and planning advice

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