Financial planning blog

Timely and free financial planning advice

Wealth advisor guiding women's charitable planning.

May 26, 2022

What Are the Tax Benefits of Charitable Trusts?

Americans give freely to support the causes they value, from churches, education, and the arts to medical research. Fortunately, current tax laws encourage and even reward philanthropy.

Financial planner analyzing cryptocurrency market trends

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...

Stocks and bonds investment strategy for financial 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...

Inflation impact on finances – A&I Wealth Management

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...

Compass over China map – global financial strategy

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...

Business district in China – financial growth and investment

May 4, 2022

China, a story about when I grew up…

China, a story about when I grew up… Read this Periscope for insights into the world’s second largest economy and how it is influencing the culture and behavior of the world at large. When I grew up in Singapore… So begins our conversation with Louis Lau, one of our investment managers who specializes in...

City skyline in China representing economic growth

April 26, 2022

Is China on the rise?

China is going its own way As I discussed at the beginning of this year, China is going its own way. With the world’s second largest economy and the fastest growth rate of any large country, they are flexing economic strength. Read more: Our 2022 Outlook is Cautiously Optimistic Watch the video from January:...

Financial documents and calculator on desk – financial planning

April 20, 2022

Inflation and Our Portfolios in Q1 2022

Read this post for insights into what we are doing to protect our usual client portfolios from inflation and the investment opportunities we see today. Last week we gave a link to clients with a lot of detailed information. Today’s newsletter is shorter than that, but still pretty detailed! Make sure to contact your...

Mature couple enjoying retirement lifestyle

April 12, 2022

Q1 2022 Investment Commentary – Threats and opportunities investing in global markets

Read this post for our investment research partners’ perspective on the first three months of 2022. Clearly, the changes in the world are outside our scope. Russia’s invasion of Ukraine beginning February 24, 2022 changes a lot of things. Our focus in this Periscope is to discuss the investment threats and opportunities we faced, and...