A&I Financial Services

large amount of money in a single stock
The phrase “concentrated stock” or “concentrated equity” means that a large amount of your net worth is tied up in a single company.  Example of a Concentrated Equity Stocks are partial ownership interests in a company. For example, if your company is worth $10 million dollars and has 100,000 shares, then each share is worth...
Read More
Live off Investments
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