A&I Financial Services

Budgeting and inflation
  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...
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wheel of investor emotion
  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...
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retired couple hiking assets and income financial planning
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...
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Join us for an insightful discussion with Louis Lau on the remarkable changes that have taken place both within China and China’s place in the world, while we discuss investment implications and complexities of China’s rise and development.    April 13, 2022 11:30 am to 12:30 pm MST Via Zoom To RSVP, contact clientcare@assetsandincome.com  ...
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Karl Frank Board Ambassador
Well Done Karl Frank! Meet The CFP Board Ambassador of the Week, Karl Frank, CFP®! We want to congratulate our very own Karl Frank, for being chosen as the CFP Board Ambassador of the Week! A leader in Denver’s financial planning community. The Certified Financial Planner Board of Standards, Inc. is a professional body for...
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