A&I Financial Services

  Read this post for insights about cryptocurrency investors and real-life financial planning. Also, check the website for a video about inflation and interest rates! Financial planning involves more than investment management As a general rule, you want to align your investments so you can achieve your financial plans. Conversely, you do not want to...Read More

  Read this post for more information about inflation and the US dollar. Inflation defies tradition A recent headline in the Wall Street Journal summarizes a unique historical aberration: Years ago, high U.S. inflation meant a weak dollar. So far, it is different this time, and many on Wall Street are betting it will stay...Read More

  Read this post for a brief overview of some of the challenges faced by America’s biggest economic rival, and the world’s second largest economy. China wants to be the biggest and best China has ambitious goals and the country’s recent success has increased the chances that it will achieve them. One of the goals...Read More

  China, a story about when I grew up… Read this Periscope for insights into the world’s second largest economy and how it is influencing the culture and behavior of the world at large. When I grew up in Singapore… So begins our conversation with Louis Lau, one of our investment managers who specializes in...Read More

  China is going its own way As I discussed at the beginning of this year, China is going its own way. With the world’s second largest economy and the fastest growth rate of any large country, they are flexing economic strength. Read more: Our 2022 Outlook is Cautiously Optimistic Watch the video from January:...Read More

Read this post for our investment research partners’ perspective on the first three months of 2022. Clearly, the changes in the world are outside our scope. Russia’s invasion of Ukraine beginning February 24, 2022 changes a lot of things. Our focus in this Periscope is to discuss the investment threats and opportunities we faced, and...Read More

  In our recent lunch and learn Zoominar, Bob Schmidt gave us some tips for how to become better investors. Here, I skip ahead to one of his best, most practical ideas.   Click Here to Use the Wheel of Investor Emotion   Watch Video on A Phenomenal Portfolio   He will walk through an...Read More

  Check out this post for an informative video with tips for managing our emotions while investing during these uncertain times. I encourage you to watch this video and share it with your friends. I spoke with an investor recently who said it was just a whole lot easier to deal with the turbulence of...Read More

Retirees face unpleasant taxes on Medicare Karl Frank recently published an article in Retirement Investor about an unpleasant surtax for some retirees. Read this post to learn more about the Medicare surtax that might surprise you. One of the least pleasant surprises in retirement is to find out that you suddenly have to pay more...Read More

What in the world is happening to interest rates? Read this blog post for insights into interest rates, which are making the news at the beginning of 2022. Click HERE to watch a 5-minute discussion about inflation and interest rates from our recent 2022 Market and Economic Outlook. So what in the world is happening...Read More