Financial planning blog

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February 17, 2021

Asset Allocation with A&I Wealth Management

Read this Periscope to learn about how we build an asset allocation, choose between investment strategies and build your portfolio. Expert Network Team Podcast Play to listen to Karl and his Expert Network Team’s latest podcast. Mike Miller CPA tells a story about a friend who made it through the economic shutdown from the pandemic...

February 10, 2021

Winning the World Cup and Investing Internationally

Read this Periscope to learn about how we make international investment decisions or explore more about Investment Advisory Services by A&I. Plus, our friend just won a World Cup Freestyle Skiing! Expert Network Team Podcast Click Here to listen to Karl and his Expert Network Teams Latest Podcast John Sauer, employment law attorney, talks with...

February 3, 2021

Our Expert Network Team Provides Advanced Financial Planning Advice

Read this Periscope to learn about how we assemble an expert network team, including a CPA, attorney, insurance expert and other professionals for our clients. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast.Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted...

Financial planner for business owners offering guidance

February 2, 2021

Episode 17: Concentrated Equity Strategies Part 2 of 2

Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted stock and other types of concentrated equity. Learn three big rules for owners of concentrated equity, and Karl’s favorite “go tax free” idea for owners of concentrated equity. Other ideas include nonqualified deferred compensation, employee stock purchase plans, net unrealized appreciation...

January 27, 2021

Our Financial Planning is an Ongoing Process

Read this Periscope to learn about our financial planning process. We call it Advanced Financial Planning. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast.Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single...

January 26, 2021

Episode 16: Concentrated Equity Strategies 1 of 2

Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single company’s stock. This is called having concentrated equity. Learn investment and tax strategies to reduce the tax-load and increase the after-tax money you have. Learn about costs, complexity and safety for different...

Tax forms and calculator representing 2021 tax planning and preparation.

January 12, 2021

Consolidated Appropriations Act of 2021 and What it Means for You

Consolidated Appropriations Act of 2021 and What it Means for You In Expert Network Team podcast episode 14, Karl and Nathan Merrill, attorney at Goodspeed and Merrill, discuss the most recent tax reform passed through Congress at the end of 2020. Many people know about the $600 sent to families. But we discuss other details...

January 6, 2021

A Look Back on 2020-An Unprecedented Year

Happy returns happen—especially when we separate ourselves from our investments. Crash and Recovery 2020 saw the shortest bear market in history. From February to March, we experienced the fastest deep crash ever, with the equity markets losing more than a third of their value. From that point until the end of the year, markets more...

December 30, 2020

Goodbye 2020

In this, the last Periscope blog of 2020, I want to thank you for your trust and confidence throughout this year. When you schedule your regular review with your financial advisor, take time to remember this year. If you only looked once per year, then you might think 2020 was a very good year indeed....