Financial planning blog

Timely and free financial planning advice

Subscribe to Periscope Newsletter

AI-driven insights for winter stock market investments

May 19, 2020

My Forecast: The Next 10 Years (from 2020)

From 2020, learn what we saw as big trends in investments.

May 13, 2020

Welcome Back During Covid19

We are open for business! If you’d like to visit us, we’d love to see you. Watch this 1 ½ minute video with Chad and Bret explaining how we are keeping you and our team safe during the Covid 19 pandemic. Disaster PlanningWhen we created the disaster recovery plans for our company, we thought about...

May 5, 2020

5 Thoughts for Cinco de Mayo

Here are five thoughts for Cinco de Mayo as you plan your year and think about the years ahead. 7 minutes with Warren Buffett Speaking of value, investment strategies Is this the best opportunity since 2008? Or is it since 1999? And finally, you can now choose a monthly Periscope instead of a weekly one,...

April 29, 2020

Planning for Tomorrow, Today

The Covid-19 pandemic has sent us home and it’s time for Spring Cleaning! Financially-speaking, it’s a good time to plan. Talk to your wealth manager for a free financial planning kit. And, if you’ve a friend who’s lost a job, consider forwarding this to them and we’ll offer them a free initial consultation. How long...

Analyzing financial charts for better investment decisions

April 21, 2020

Party like it’s 1983 (from April, 2020)

From April, 2020, learn what we were thinking about investing at this point in time.

April 1, 2020

CARES Act and what’s in it for you

From 2020, changes to taxes and investment planning after passage of the CARES Act.

March 11, 2020

Three Ideas To Keep Coronavirus in Perspective

“2020 stinks. I broke both my legs, the world came down with Coronavirus, and Kobe died!” Henry Frank Coronavirus fears are causing what may feel like unusually stressful times. Perhaps some perspective helps. A&I Wealth Management started just a year and a few months before the stock market crash of October 18, 1987. That day,...

February 25, 2020

Life Is Unfayeh: Today’s Equity Markets

“Life is unfayeh” JFK Last week I spoke about our beliefs in the face of a dramatically changing world. This week, allow me to reflect on last year and what we see in the future. Life is unfair (or unfayeh, as JFK might have said). Often, investments are best when they feel the worst. Worse...

February 21, 2020

With All These Changes, We Remain Consistent

We live in changing times. Recently, our custodian of choice, ETRADE, announced they would be acquired by Morgan Stanley at the end of this year, 2020. Please rest assured that we have no dog in the fight. That is to say, our only obligation is to you, our clients. If the fees go up, or...