A&I Financial Services

  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

Read this post for commentary from our money managers about what is happening in Ukraine. In our portfolios, we have very little exposure (if any) to either Ukraine or Russia. So…it pays to be patient and call your financial planner!   Ukraine and Your Investments I think we have all been horrified by the invasion...Read More

Frequently Asked Questions about Retirement Planning Some of the questions that we receive from various folks are fairly common. You may want to visit our web site and see if any of them peak your interests. Here are a few of them: Diversification Read our recent FAQ: Diversification in Investing: Fundamentals, Importance & Why You...Read More

China is Fraught with Contradictions The first of our expert opinions starts with Litman Gregory, who is one of our key research partners. In our most recent quarterly investment commentary, published last week, the analysts at Litman Gregory discuss two big recent decisions by the Chinese government. First, to take over the private education companies...Read More

Inflation is Affecting Most Countries in 2021 From August, 2021. We hear a lot of talk about inflation in the USA. But it is not just an American problem. Look at the following chart:   Source: Statista In this great chart on inflation expectations around the world, you can see the USA is not in...Read More

2nd Quarter Investment Update Please click here for the complete investment commentary from our research partners at Litman Gregory. In brief, we are watching: Inflation Covid-19 Fiscal policy, especially in the USA Good expectations for equity returns—but bumpy! It is still too early to say whether and to what extent the past two months’ inflation reports are harbingers...Read More

4 Themes of Future Growth We last talked about our forecasts in January, and then previously in 2020. We lean on our researchers at Athena Invest and Litman Gregory. We also lean on our investment managers. Among the best forward-thinkers are the men and women at Baron Funds, Artisan, Sands Capital and other “future growth”...Read More

The Death of a 40-year-old Bond Market Read this Periscope for historical perspective on bonds—but it won’t be boring! Macroeconomic Investment Strategies We lean on our research partners at Athena Invest and Litman Gregory to make our investment decisions. Athena’s patented investment process identifies 10 themes, or 10 general ways that all investment managers make...Read More

  Watch the investment commentary movie from Dr. Tom Howard at Athena Invest. Learn about what we believe is shaping the markets and how the research team at Athena is positioning their portion of our investment portfolios. Here is a summary. If you want, you can click to an area of interest. First, Dr. Howard...Read More