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Millennial woman practicing smart money habits

June 1, 2023

Ten Smart Money Habits for Millennials with FAQs

10 smart money habits for millennials starting out, with frequently asked questions and answers.

Couple using a wheelchair, symbolizing accessibility and mobility

June 1, 2023

Healthcare Costs in Retirement: Planning for Medical Expenses

Retirement is a time of relaxation and enjoyment after years of hard work, but it also brings new challenges, particularly when it comes to healthcare costs. As we age, medical expenses tend to increase, and without proper planning, these costs can quickly become a burden. In this comprehensive guide, we will explore the various factors...

Couple discussing retirement accounts and financial planning

May 30, 2023

Asset Allocation and Investment Portfolio Management

We carefully build a portfolio of investments with the combined experience and education of our in-house investment committee plus two different research teams: Athena Invest and iMGP, (formerly known as Litman Gregory). The academic research shows: More than 90% of the variability of an investment portfolio is due to asset allocation. The average return for...

Network Team Podcast – Financial Insights & Tips

May 30, 2023

Episode 79: Facilitating Important Family Conversations (Part 1)

Facilitating Important Family Conversations (Part 1) Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill interview Shawn Barberis, JD, who is an expert on facilitating important family conversations about legacy. As Shawn says, legacy is often discussed but rarely acted upon. Shawn shares:How legacy is not quantitative, it is not measured in dollars. A legacy is...

May 23, 2023

Uncle James’ Legacy is More Than Money

Uncle James passed away a few years after becoming our client. With James, and all of our clients, we follow a slow, get-to-know-you process: Our discovery process Financial planning Asset allocation and portfolio maintenance Because we take it slow, we get to know our clients at a meaningful level. We talk with our clients as...

Die with Zero: Estate planning and real estate advice insights

May 16, 2023

Die with Zero: A Conversation with the Network Team

Recently, our expert network team discussed a best-selling book, Die with Zero, by Bill Perkins. This is the first in a series of podcasts about leaving a legacy. I hope you enjoy listening to them! You can catch us anywhere you listen to podcasts: Apple, Spotify, YouTube, and more. Bill Perkins book argues that we...

May 9, 2023

Springtime Gratitude

Spring has sprung here in Colorado. As the weather gets a bit nicer and the plants start blooming again, we are heading into some special times. Graduation season is upon us! We have several graduates in our staff’s family this year, and we have some in our clients’ families as well. We are so proud...

Introduction to alternative investments and financial advice

May 2, 2023

Alternative Investments: An Introduction

Last year, our best performing investments were neither equities (stocks) nor bonds. They were alternative investments, including managed futures. We believe the right way to invest is to diversify by strategy. This strategy zigs when equities zag, and last year did quite well. Click here to learn more about our alternative investments and hedging strategies....

AI Winter Ascent Investments – Investment analysis | A&I Wealth Management

April 24, 2023

A Winter Ascent and Our Investments

The photo in today’s Periscope shows two tents on the side of Mt. Whitney. In the yellow tent, I am sitting. In the red tent, sits a friend of mine. We had just climbed to the summit and back again safely. It was April, 2023. We enjoyed sunny skies overhead and a lot of snow...