A&I Financial Services

UPDATED: August 12, 2024 I share some of the insights from our investment research team at IM Global Partners during the Q2 Investment Market event. Their “base-case view” is for the economy to continue growing, slowing, for inflation to grind lower and for equities to continue to do well. IMGP believes inflation has peaked and...Read More

Read our most recent investment market commentary. In brief, the year 2024 was off to another good start for equities. Bonds are struggling a little bit. Alternative investments are doing well. Our research team is less excited about emerging markets now, and we made a change back to our long-term, strategic allocation between international and...Read More

The photo in today’s Periscope shows two tents on the side of Mt. Whitney. In the yellow tent, I am sitting. In the red tent, sits a friend of mine. We had just climbed to the summit and back again safely. It was April, 2023. We enjoyed sunny skies overhead and a lot of snow...Read More

Equities, by and large, had a good start to 2023. So did bonds. As we talked about recently, things may be better than they appear. However, our investment research teams remain short-term cautious. We are as conservative, in the vast majority of our portfolios, as we have been since the great financial crisis of 2008....Read More

If you have not already read this month’s letter regarding the incredible growth of dividends over our investment lifetime, please click this link. And if you are not yet subscribed to the email Periscope, please do so so that you can see the link! Dividends: The Tortoise Breaks into a Trot Last year’s S&P 500...Read More

Leaving a Legacy that Lasts Generations The cure for the entitlement illness is gratitude. For affluent families, raising kids without spoiling them is a huge challenge. Here are some practical bits of advice, and some questions you can talk about with your wealth manager. You may have heard the saying, “shirt sleeves to shirt sleeves...Read More