Investment Advice Videos

Learn more about how we provide meaningful investment advice to a small number of successful families.

To find a financial educational event recording or other video:

Scroll through the videos

Search at the top of the web page

Non Competes Are Legal Again

For a lot of our small business owners, we've got good news: noncompetes are legal again. Today we interview John Sauer, attorney and expert on business law. John and Nate ...discuss the legal implications of a sudden direction shift legalizing popular agreements employers sign with key employees; and stay for the end when they discuss the future. Is this a new era in American Law, where judges are kings? Find out their opinions. As always, it is good to have an expert on your side.

00:03 FTC ban on non-compete agreements is struck down by the Ryan Court
00:10 Chevron deference
14:30 Marbury vs. Madison
18:00 an ever-expanding government, is this era coming to a close?
21:00 cold comfort…now appointed judges have “power of kings”
25:00 litigation is going to explode

As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

— Expert Network team provides free consultations. Just mention that you
listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing
tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring
risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and
protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are
provided free of charge solely for use by individuals for personal,
noncommercial uses, and may be downloaded for such uses only, provided
that the content is not edited or modified in any way and provided that
all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject
to and protected by U.S. and international copyright laws and may not be
sold, edited, modified, used to create new works, redistributed or used
for the purpose of promoting, advertising, endorsing or implying a
connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering
webcasts, podcasts, streaming video, or streaming audios and to stop
access to or use of webcasts, podcasts, streaming video, or streaming
audio and any content contained therein A&I shall not be liable for any
loss or damage suffered as a result of, or connected with, the
downloading or use of the webcasts, podcasts, streaming video, or
streaming audios.

- A&I Wealth Management is a registered investment adviser that only
conducts business in jurisdictions where it is properly registered,
or is excluded or exempted from registration requirements.
Registration as an investment adviser is not an endorsement of the
firm by securities regulators and does not mean the adviser has
achieved a specific level of skill or ability. The firm is not
engaged in the practice of law or accounting.
- The information presented is believed to be current. It should not
be viewed as personalized investment advice. All expressions of
opinion reflect the judgment of the presenter on the date of the
podcast and are subject to change. The information presented is not
an offer to buy or sell, or a solicitation of any offer to buy or
sell, any of the securities discussed. You should consult with a
professional adviser before implementing any of the strategies
discussed. Any legal or tax information provided in this podcast is
general in nature. Always consult an attorney or tax professional
regarding your specific legal or tax situation.[+] Show More

Nathan Merrill, attorney with Goodspeed Merrill, answers a series of common questions that Karl Frank, at A&I Wealth Management, receives on a regular basis

Timeless Legal and Financial Planning Q&A

Karl Frank shares insights from investment research team on Q2

2024 Q2 Investment Market Commentary

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 will trend lower. They also believe interest rates have peaked. They believe the economy is relatively healthy for the time being.
They believe we should continue to invest internationally as well as in the U.S.. Within the U.S., large-cap growth continues to dominate. In particular, artificial intelligence companies are increasingly profitable. Outside the U.S., the research team finds many compelling opportunities in equities in developed countries as well as emerging markets. Foreign companies are trading at a large discount to U.S. companies.
In fixed income, IMGP is “taking advantage of the inverted yield curve.” In short, this means shorter-duration, less-risky bonds are providing good yields.

Click to visit page to download investment commentary.

Kim Callinan from Compassion and Choices

End of life planning: Facing Illness with Confidence and Control

how to face illness with confidence and control

End of life planning is difficult but our expert, Kim Callinan, makes it easier to face illness with confidence and control.

We held an insightful, helpful and uplifting lunch and learn on April 24th, 2024. The subject was facing illness with confidence and control. Might sound crazy, but this plan can include joy, humor and fun. Check out the recording.

Kim Callinan runs Compassion and Choices, a non-profit whose mission is to empower people to control their end of life journey in alignment with their values. Here is a link to the recording, and below some shortcuts to a few of our favorite moments, full of heartfelt experience and wisdom. We hope you enjoy it, and we hope you reach out to us to help you put together your elder plans!

4 min: Hospice vs palliative care: a personal story illustrating the differences…
15 min: Treatable: a word that has very different meanings for a doctor than it does for a patient
22 min: Personal story, “I became increasingly angry at my dad!”
Take the Dementia values survey!

Karl Frank shares insights from investment research team on Q2

2024 Q1 Investment Market Commentary

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 US equities. The economy looks pretty good, all things considered. Our investment research team is optimistic, more so than they have been in a long time.

Click here to download our most recent investment commentary.

A conversation with Dan Pilling from Sands Capital

Investing In Artificial Intelligence Starts with Semiconductors

Click here to learn more from Dan Pilling of Sands Capital and jump ahead to any of the talking points below:

2 minutes: learn about semiconductors
8 minutes: learn about the iPhone as an example of understanding computing capabilities, semiconductor growth and what the future may hold
16 minutes: expected growth of semiconductors and a particular investment company
21 minutes: what prevents manufacturers other than NVIDIA, like Google, from producing their own chips?
24 minutes: what is a hyperscaler and why do we investors care?
26 minutes: what is the difference between an AI chip and a non-AI chip, like Intel?
33 minutes: why you don’t need to worry about a war with China and Taiwan, or China taking the lead in AI

Artificial Intelligence and What it Means for Your Investments and Your Future

Baron Funds Ashim Mehra teaches us about artificial intelligence and takes a number of questions from the audience.

This presentation does not purport to be a complete description of the securities, markets or developments referred to in the material. The content is derived from sources we believe to be reliable and accurate. Investing involves risk including the potential loss of principal. Investing in international and emerging markets exposes investors to economic, political and market risks and fluctuations in foreign currencies. Diversification does not ensure a profit or protect against loss. There is no assurance that a diversified portfolio will perform better than a non-diversified portfolio. Past performance is not a guarantee of future results. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

Aging Plans with Annalee Kruger

Learn how to avoid a tragedy by putting together your aging plan. Learn the seven steps that can make a huge impact in an elderly person’s journey. And, learn how to avoid caregiver’s burnout—which happens when we are thrown into caring for parents without a plan!

Recorded March, 2024. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC

2023 Q4 Market Insights

Our research partners at iMGP and Athena Invest provide Karl Frank with insights about investing in the beginning of 2024. Skip ahead to:
* 2023 stocks, bonds returns (5 min)
* 5, 7 and 10 companies you might want to know (7 min)
* Opportunities we see in value, small and international companies (11 min)
* Federal Reserve and inflation, what that means for equities (15 min)
* iMGP research team predicts a mild recession (min 22)
* Athena research team: market barometer (min 28)

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

A Guide to Investing in an Election Year

Learn the answers to common questions about investing during election years with Roger Bianco.

Investment and Economic Update

A&I Investment Update Q3 2023 with Karl Frank

The 3 Plans We Need as We Age

We want to have control as we age; otherwise someone else will take control! Learn about how to age with independence, dignity and have your wishes honored any time you may become vulnerable.

Understanding Retiree Healthcare Costs

Learn about the different costs of healthcare in retirement. Get help planning to pay for these costs.

Unlocking Medicare in 2023

Learn about Medicare, and which plan is right for you. Avoid the pitfalls and penalties. Pick a Medigap, Medicare Drug Plan, and/or Medicare Advantage plan.

2023 Quarter 2 Investment Market Update with Karl Frank and Chad Harmon

Karl Frank and Chad Harmon discuss the investment research team’s opinions on:

investments
the markets and
odds of a recession too.

International Investing with Andrew Goodwin from Oldfield Partners

Investing in companies all around the world is full of potential rewards and risks. Andrew Goodwin is a managing partner, at a London-based investment firm, Oldfield Partners. Watch this video to learn his thoughts on what has happened recently with international markets? What opportunities do they see going forward?

Investment advisory services offered through A&I Wealth Management a dba of A&I Financial Services, LLC, a registered investment adviser. Securities provided through Gĕneos Wealth Management Inc., member FINRA, SIPC. This presentation does not purport to be a complete description of the securities, markets or developments referred to in the material. The content is derived from sources we believe to be reliable and accurate. Investing involves risk including the potential loss of principal. Investing in international and emerging markets exposes investors to economic, political and market risks and fluctuations in foreign currencies. Diversification does not ensure a profit or protect against loss. There is no assurance that a diversified portfolio will perform better than a non-diversified portfolio. Past performance is not a guarantee of future results.

Life and Taxes from Transamerica

Learn about how to read your 1040 tax return for opportunities to talk about with your financial planner. You may be able to save taxes! At least you might understand your tax return a little better than you did before the meeting! Topics include:

Taking note of life events
Key lines on the 1040
What to keep an eye on in 2023
Planning for uncertainty

Tax Law Changes in 2023

Over 90 changes to tax laws happened at the end of 2022. Watch this half-hour video to learn more. Some of the highlights include:

New ages for required distributions from IRAs
New benefits for unused money in college savings plans
New types of Roth accounts
Benefits for workers
Higher tax brackets mean lower taxes

A&I Q3 2022 Investment Commentary

We believe the right way to invest is to diversify by strategy. For the first time since the great financial crisis of 2008, our researchers are in agreement that the short-term is a little bearish. To get to the highlights, here are some shortcuts for you:

5 mins 10 seconds: 5 big factors driving markets today
11 minutes: 3 changes we have already made to many of our client portfolios
17 mins 15 seconds: Virginia Wu on when the best days in the markets tend to occur…
23 minutes: Chad Harmon on reasons for optimism
30 minutes: Judson on shrinkflation and what we can do about it

International Investing from Capital Group

International investing is full of peril and opportunities. Think all the best investments are in the US? Think again! Ask instead, where does the company earn its returns? Some of the trends shaping our collective future include: Healthcare innovation is reaching warp speed. Cash will be a distant memory. Wearable technology will blur the lines of reality. Digital entertainment will take center stage. Get the perspectives of one of the world’s largest investment managers, Capital Group.

Shelly Slocum: Life gives you Lemonades...

Shelly Slocum, author of an Amazon #1 New Release book, Love and Inspiration from Mom. Shelly shares her publishing journey and how she was able to turn her family’s lemons into a top selling book with the Foreword written by Jack Canfield, co-author of Chicken Soup for the Soul series. Being a non-smoking lung cancer survivor, Shelly believes she’s been given the gift of time, and has made it her mission to spread more love and inspiration in the world. And let’s face it, who couldn’t use a little more inspiration after the past couple of years! Learn more about how we help with life transitions.

Compassion and Choices: End of Life Planning

Kim Callinan from Compassion and Choices makes it easy and interesting to have a conversation now, so that you can prepare for a time when you can no longer speak for yourself. She discusses medical care at the end of life, how you can help your loved ones help you complete the journey on earth with dignity and independence.

Investing with Composure: Cameron Morgan and Karl Frank

The US stock market entered a bear market, inflation is high and interest rates are rising. Listen to Cameron Morgan and Karl Frank put the headlines in perspective and offer practical advice in this brief video.

Inflation! How long will it last?

Watch this video for to listen to an expert from Doubleline Investments, Ryan Kimmel, discusses where we are at with inflation and offers a forecast for where we are going. Read More

China: Then and Now - A Journey Through the Decades | A&I Wealth Management

Watch this video for insights into the world’s second largest economy and how it is influencing the culture and behavior of the world at large. Read More

Investing and Managing Emotions, Tips from Brandes

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

2022 Investment Themes from Karl Frank

Karl Frank shares his views on 2022 Investment Themes… If you missed our recent zoominar, click here to watch our 2022 Investment Themes video. Subscribe to our Periscope for upcoming zoominars, articles, investment news, and more!

Tax Tips for 2022 with Mike Miller CPA

Learn along side Karl Frank as he interviews Mike Miller CPA about the tax law changes that did and did not pass in 2021 for the year 2022.

College Funding Hacks with Cameron Morgan

Learn from Cameron Morgan about how we provide advice for parents and grandparents who want to help their loved ones pay for college costs.

What is the Return on News? Athena Invest

Learn from Dr. Tom Howard and Lambert Bunker from Athena Invest. Athena is one of our key research partners. They discuss what is happening today and how investors can deal with the scary news that surrounds us every day.

Estate planning with Stef Deters

Learn from attorney Stef Deters about how to make estate planning practical and rewarding for your and your family.

Asset Protection with the Expert Network Team

Learn from the expert network team in a podcast or an online movie. Karl Frank, Nathan Merrill, Mike Miller and Jeff Krommendyk about ways to protect your assets during these crazy times!

Dementia 101: 16 Ways to Reduce Your Risk

Investment and Economic Update

A&I Investment Update Q3 2023 with Karl Frank

The 3 Plans We Need as We Age

We want to have control as we age; otherwise someone else will take control! Learn about how to age with independence, dignity and have your wishes honored any time you may become vulnerable.

Understanding Retiree Healthcare Costs

Learn about the different costs of healthcare in retirement. Get help planning to pay for these costs.

Unlocking Medicare in 2023

Learn about Medicare, and which plan is right for you. Avoid the pitfalls and penalties. Pick a Medigap, Medicare Drug Plan, and/or Medicare Advantage plan.

2023 Quarter 2 Investment Market Update with Karl Frank and Chad Harmon

Karl Frank and Chad Harmon discuss the investment research team’s opinions on:

investments
the markets and
odds of a recession too.

International Investing with Andrew Goodwin from Oldfield Partners

Life and Taxes from Transamerica

Taking note of life events
Key lines on the 1040
What to keep an eye on in 2023
Planning for uncertainty

Tax Law Changes in 2023

Over 90 changes to tax laws happened at the end of 2022. Watch this half-hour video to learn more. Some of the highlights include:

New ages for required distributions from IRAs
New benefits for unused money in college savings plans
New types of Roth accounts
Benefits for workers
Higher tax brackets mean lower taxes

A&I Q3 2022 Investment Commentary

5 mins 10 seconds: 5 big factors driving markets today
11 minutes: 3 changes we have already made to many of our client portfolios
17 mins 15 seconds: Virginia Wu on when the best days in the markets tend to occur…
23 minutes: Chad Harmon on reasons for optimism
30 minutes: Judson on shrinkflation and what we can do about it

International Investing from Capital Group

Shelly Slocum: Life gives you Lemonades...

Compassion and Choices: End of Life Planning

Investing with Composure: Cameron Morgan and Karl Frank

Inflation! How long will it last?

Watch this video for to listen to an expert from Doubleline Investments, Ryan Kimmel, discusses where we are at with inflation and offers a forecast for where we are going. Read More

China: Then and Now - A Journey Through the Decades | A&I Wealth Management

Watch this video for insights into the world’s second largest economy and how it is influencing the culture and behavior of the world at large. Read More

Investing and Managing Emotions, Tips from Brandes

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

2022 Investment Themes from Karl Frank

Tax Tips for 2022 with Mike Miller CPA

Learn along side Karl Frank as he interviews Mike Miller CPA about the tax law changes that did and did not pass in 2021 for the year 2022.

College Funding Hacks with Cameron Morgan

Learn from Cameron Morgan about how we provide advice for parents and grandparents who want to help their loved ones pay for college costs.

What is the Return on News? Athena Invest

Estate planning with Stef Deters

Learn from attorney Stef Deters about how to make estate planning practical and rewarding for your and your family.

Asset Protection with the Expert Network Team

Learn from the expert network team in a podcast or an online movie. Karl Frank, Nathan Merrill, Mike Miller and Jeff Krommendyk about ways to protect your assets during these crazy times!

Dementia 101: 16 Ways to Reduce Your Risk

Talk with an Expert

Our wealth management approach may be different from experiences you have had with other advisors.

Attend an upcoming event

We offer a broad array of events that broaden our knowledge and experiences.

View All Events

Recent Blog Post

Read this Periscope to learn what today’s politics might mean for our investments and also to get the short, (and long if you like), version of our investment and economic commentary.

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.