To find a financial educational event recording or other video:
Scroll through the videos
Search at the top of the web page
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.
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!
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.
Click here to learn more from Dan Pilling of Sands Capital and jump ahead to any of the talking points below:
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.
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
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.
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.
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:
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:
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:
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, 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.
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.
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
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
Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.
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!
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.
Learn from Cameron Morgan about how we provide advice for parents and grandparents who want to help their loved ones pay for college costs.
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.
Learn from attorney Stef Deters about how to make estate planning practical and rewarding for your and your family.
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!
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.
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:
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:
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:
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, 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.
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.
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
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
Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.
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!
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.
Learn from Cameron Morgan about how we provide advice for parents and grandparents who want to help their loved ones pay for college costs.
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.
Learn from attorney Stef Deters about how to make estate planning practical and rewarding for your and your family.
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!
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.