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wealth management

A&I Financial Services

Recent Investment Commentary
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...
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Investments are like a winter ascent
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...
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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....
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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...
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Education Saving
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...
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