Financial planning blog

Timely and free financial planning advice

June 21, 2022

How Can We Weather Inflation? (Part 2)

Read this Periscope for insights into the future of inflation and how long it may last! Doubleline Research Says… In the last of two Periscopes on inflation, we look at the bottom-up research from one of our investment partners, Doubleline. Ryan Kimmell believes inflation will last longer than most analysts. Last week, I unfairly summarized...

Financial planner for business owners offering guidance

June 16, 2022

Episode 58: Probate: When to Avoid Probate and When to Just Take an Estate to Probate

Special guest Leia Ursery joins Karl Frank, CFP, and Nathan Merrill and provides useful and informative insights into something most of us fear: probate. If you have not had the opportunity to take an estate through probate, you likely dread the process like you might dread the Department of Motor Vehicles. But Leia Ursery will...

June 14, 2022

How Can We Weather Inflation?

Read this Periscope for insights into the future of inflation and how long it may last! Doubleline Research Says… Recently, Ryan Kimmell with Doubleline gave us his company’s forecast for inflation. In brief, Doubleline believes inflation will last longer than most analysts are predicting. They are a little gloomy. Ryan looks at it from what...

June 7, 2022

How Long Will Inflation Last? Insights into Inflation

Read this post for insights into why inflation happens and how long it may last. Doubleline Research Says… Recently, we had one of our investment partners speak at a Lunch & Learn event for our clients. Ryan Kimmell is an analyst with Doubleline, a company with whom we have significant investments for many of our...

May 31, 2022

The 4 Tax Benefits of Financial Advice

Read this Periscope to learn more about the value of hiring a financial planner. Also, check the website for a video to learn more about the nuanced ways to measure and attempt to predict inflation, and about the tools that the Federal Reserve uses to reduce inflation! Financial planning is more than investment management As...

May 24, 2022

Another Cryptocurrency Crash and the Value of Financial Planning

Read this post for insights about cryptocurrency investors and real-life financial planning. Also, check the website for a video about inflation and interest rates! Financial planning involves more than investment management As a general rule, you want to align your investments so you can achieve your financial plans. Conversely, you do not want to...

Comparing stock and bond investment approaches for portfolio growth

May 20, 2022

Alternative Investments – Equity Market Investment Alternatives

Please refer to our Form ADV Part 2A disclosure brochure for additional information regarding the qualifications and business practices of A&I. Today, many people are looking for alternatives to investing in equity markets. Equity markets is a term synonymous with stock markets. Stocks and other securities are bought and sold on exchanges. Some of the...

Man checking grocery receipt amid rising inflation – Assets & Income

May 17, 2022

Both higher inflation and stronger dollar?

Read this post for more information about inflation and the US dollar. Inflation defies tradition A recent headline in the Wall Street Journal summarizes a unique historical aberration: Years ago, high U.S. inflation meant a weak dollar. So far, it is different this time, and many on Wall Street are betting it will stay...

May 10, 2022

China Faces Challenges

Read this post for a brief overview of some of the challenges faced by America’s biggest economic rival, and the world’s second largest economy. China wants to be the biggest and best China has ambitious goals and the country’s recent success has increased the chances that it will achieve them. One of the goals...