A&I Financial Services

The equity markets and fixed income markets are scaring many of your friends out of their investments right now. It’s time for the A&I third quarter investment commentary. Contact your wealth manager here at A&I if you have any questions or concerns about today’s headlines and your long-term, real-life financial plans. And, consider introducing us...Read More

Water all around the world is lower than it used to be, and amazing discoveries are being made. Check out this graphic from Statista to see just a few of the miraculous and macabre history being uncovered! Recent history for investing Sometimes, when we look at the past, we get nostalgic. We think, “Life was...Read More

Recently, Shelly Slocum spoke to us about ways to overcome life’s challenges. The author of Love and Inspiration from Mom, Shelly provides insight and experience you or someone you love may find helpful (you can see our recording of the event here!). Shelly is a cancer survivor and mother who helped her daughter survive her...Read More

With the end of the U.S. Open also came the end of Serena Williams’ career. She secures her place in history as one of the greatest athletes of all time, retiring with 73 career titles won over 25 years. As Serena notes in a letter explaining her decision to retire, tennis has been her entire...Read More

“To reduce inflation, you have to squash the perception that we are going to have it.” – Eddy Vataru, Osterweiss Inflation is a self-fulfilling prophecy. If we believe prices will be higher, then producers keep prices higher, and this positive cycle continues. Some related services we provide: Investment Advice Tax and Estate Planning Tax Optimization...Read More

On August 30th, join Shelly Slocum, author of Love and Inspiration from Mom, in our office or via Zoom. We will get some uplifting and fun insights into overcoming challenges in life. Shelly Slocum faced a huge challenge when her daughter went through a series of devastating, traumatic events. Shelly combined her love of self-help...Read More

This week, I have some tips for our clients to make your investment experience a little less painful while the investment world goes through turmoil. 1. Go Mobile The first way to make your investment experience easier is to access your accounts, financial plans, and get in contact with your financial planner – all of...Read More

Planning a dignified end of life is key. At our last Lunch & Learn, Kim Callinan, president of Compassion and Choices and national expert on end-of-life planning, explained her best methods for planning this unique phase of life. Watch the session below (and scroll down for a free resource!).   Kim is an end-of-life doula....Read More

Read this Periscope for the sequel to my musings from the trail, while I was summiting the highest mountain in the state of Washington a few weeks ago. Relationships Are Awesome On this ten day mountaineering journey, climbing Mt. Baker and Mt. Rainier, our seven civilians and three guides became fast friends. We came from...Read More

Read this Periscope for some key financial planning lessons from summiting the highest mountain in the state of Washington a few weeks ago. Halfway there, the summit is Reaching the summit is only half the trip. The scarier was coming back down. We took the Kautz Route up the Nisqually Glacier, which is a long...Read More