Financial planning blog

Timely and free financial planning advice

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...

January 30, 2020

Monet and Money

Without money, we would never have experienced Monet. A very brief story about Monet's relationship with money.

January 24, 2020

Tax Law and Economic Outlook

On January 16th, Francois Giguere, CFP and I had the pleasure of presenting to a packed house. Francois taught us the news about last year’s tax reform and how it affects you, our clients. I presented thoughts from several investment research firms who we trust of view about the economy. Here is a 42 minute...

January 15, 2020

From Ages 14 to 84, It’s War We Worry About

Everyone, it seems, carries worries about war this week. I heard from a fourteen-year-old who asked, “Will I be called to go to war in four years?” In another conversation, my eighty-more-year-old friend said, “My Korean War Veteran friends and I are wondering if we can still fit into our uniforms. As I write this,...