Financial planning blog

Timely and free financial planning advice

Q3 investment analysis and shrinkflation insights

November 8, 2022

Our Q3 Investment Update: Portfolio Adjustments, Shrinkflation Strategies, and More!

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 of our investment update, here are some shortcuts for you: 5 mins 10 seconds: 5...

Top financial questions to prepare for a recession

November 1, 2022

Navigating a Recession: 5 Questions to Ask Your Financial Advisor

When markets go sideways, it can feel like all of your plans do, too. Recessions can bring with them a lot of uncertainty around life plans, from retirement dates to vacations to month-to-month spending to – well, I’m sure you don’t need me to continue the list! After several years of a strong (if volatile)...

Woman working on financial planning from home – financial advisor Denver

October 25, 2022

Best Of Expert Network Team: 2022 Roundup

You asked for a podcast, and our Expert Network Team has delivered! Over the last two years, we’ve published over fifty episodes. Check them out here (and be sure to subscribe to get updates!). Subscribe to the Podcast You can stream the podcast on Apple or Google Podcasts. Or, listen to the Expert Network Team...

Portfolio strategy and market movement insights

October 18, 2022

Portfolio Positioning, Market Movement, and What’s Coming Next: A&I Investment Commentary (Q3 2022)

The equity markets and fixed income markets are scaring many of your friends out of their investments right now. It’s time for the A&I third quarter investment commentary. Contact your wealth manager here at A&I if you have any questions or concerns about today’s headlines and your long-term, real-life financial plans. And, consider introducing us...

October 11, 2022

How Our Childhood Money Memories Impact Our Spending Habits Today

What is your first memory about money? Maybe it’s the sense of pride from earning money for yourself for the first time, your first job, or the excitement of an allowance. It could be the thrill of spending a hard-earned dollar on something at the gas station or the stress of parents fighting over finances....

October 4, 2022

Worried about the Next Recession? Look for Opportunity Instead

Water all around the world is lower than it used to be, and amazing discoveries are being made. Check out this graphic from Statista to see just a few of the miraculous and macabre history being uncovered! Recent history for investing Sometimes, when we look at the past, we get nostalgic. We think, “Life was...

September 27, 2022

How to Find Joy in Tough Times

Recently, Shelly Slocum spoke to us about ways to overcome life’s challenges. The author of Love and Inspiration from Mom, Shelly provides insight and experience you or someone you love may find helpful (you can see our recording of the event here!). Shelly is a cancer survivor and mother who helped her daughter survive her...

Retirement planning and financial advising for 2023

September 20, 2022

The Future of Investing is International

Some of the Best Parts of Our Future May be in International Investments Capital Group offers some timely and timeless advice. Where does the company earn its returns? Think about where the companies sell their products, not just where they are headquartered. What determines most of that company’s success is not what you might think:...

couple enjoying well-being in retirement

September 13, 2022

The Best Thing For Well-being In Retirement

With the end of the U.S. Open also came the end of Serena Williams’ career. She secures her place in history as one of the greatest athletes of all time, retiring with 73 career titles won over 25 years. As Serena notes in a letter explaining her decision to retire, tennis has been her entire...