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Periscope Newsletter

A&I Financial Services

Periscope Weekly Investment Newsletter.

The Economy is As Good as it Has Ever Been These are great economic times. Some people compare them to the 1920’s. When I grew up, the roaring twenties were explained by the euphoria caused by the end of the World War. The people were happy and the boys were home and went to work....
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Life Transitions Create Big Emotions When life changes, our emotions go up. And money usually increases the stress we are already feeling! Changes include: Career change or other employment-related changes        Retirement       Divorce       Death in the family       Sale of a business       Marriage       Children-related: births, kids leaving home, etc.       Financial—inheritance, windfall, etc. Money usually increases the drama of things! Importantly, the stress is real...
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Read this Periscope to learn about the President’s proposed tax increases, including a huge increase in the long-term capital gains rate. Also, increases to the income tax rate, the step-up in tax basis, higher taxes on corporations and a gotcha for real estate investors. Second-largest Percentage Tax Increase in US History The proposed tax increases,...
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Retirement May Mean Retirements–Plural!In today’s world, the idea of retiring from work and never returning is less popular than it used to be. Many of our clients and friends are switching up the work they do instead of quitting. Some of them take off work for a year or several years, and then go back...
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Equity markets are setting new highs. Read more to learn concentrated equity strategies. If you have a lot of money in a single stock, you will want to know these. Concentrated EquityWhen you have a large amount of money in the equity of a single company, you have concentrated equity risks. Putting together a plan...
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