A&I Financial Services

By March, about two-thirds of people will have abandoned their New Year’s resolution. Resolutions are tricky things – they often require an investment of time, money, or social capital; and it’s easy to make them too strict (i.e., “I’ll bike every day this year”) or hard to measure (a resolution to “bike more this year”...Read More

Read this Periscope for ideas about doing an easy and practical mid-year check in on your goals and investments. Also, scroll down to link to thoughts about inflation, the economy, and the death of the 60/40 portfolio. And don’t forget to join us for our next Lunch & Learn event next week – there’s still...Read More