Financial planning blog

Timely and free financial planning advice
2020 06 09 14 10 23

Bear Market is Over! June, 2020

Today’s headlines are stressful. Equity markets are full of hope, having recovered from the most recent bear market. You deserve a vacation—or at least a comforting drink and moment to relax. The recent market movements inside your equity investments were dramatic and rare. Equities Can be Terrifying Equities can be terrifying to watch. If you...
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AI Winter Ascent Investments – Investment analysis | A&I Wealth Management

My Forecast: The Next 10 Years (from 2020)

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

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...
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2020 05 05 buffett screencap 002

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,...
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2020 04 27 zoom everyone 002

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...
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Analyzing financial charts for better investment decisions

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

From April, 2020, learn what we were thinking about investing at this point in time.
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2020 04 01 Periscope Image 1

CARES Act and what’s in it for you

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

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,...
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Kung Flu mEME

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...
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