Financial planning blog

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...Read More

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....Read More

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...Read More

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:...Read More

When student loan payments were paused in March 2020, many people wondered what would ultimately become of their debt. Now, almost three years later, the White House has announced a plan of to forgive many student loans. Now that things are getting into motion, people who attended college (and their loved ones!) suddenly have very...Read More

“To reduce inflation, you have to squash the perception that we are going to have it.” – Eddy Vataru, Osterweiss Inflation is a self-fulfilling prophecy. If we believe prices will be higher, then producers keep prices higher, and this positive cycle continues. Some related services we provide: Investment Advice Tax and Estate Planning Tax Optimization...Read More