Periscope Newsletter and Blog

Read our latest investment advice, economic insights and real-life practical financial planning tips.

Navigating Colorado’s Tax Landscape for Business Owners

Colorado’s breathtaking landscapes and vibrant business environment make it an appealing state for entrepreneurs. However, understanding the tax landscape is crucial to ensure that your business thrives, and your wealth is maximized. In this comprehensive guide, we’ll delve into the intricacies of Colorado’s tax system, shedding light on state tax considerations and strategies for business...
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Congratulations Young Business Owner

The Art of Business Exit Planning: Navigating the Road to Success

Exiting a business can be as challenging as building one. Yet, with careful planning and execution, it can be an immensely rewarding endeavor, providing financial security, a sense of accomplishment, and the opportunity to start anew. This blog will serve as your comprehensive guide to mastering the art of business exit planning. We’ll explore the...
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Financial Strategies for Colorado Entrepreneurs in High-Growth Phases

As a Colorado entrepreneur experiencing rapid business growth, managing your personal wealth becomes paramount. Your financial strategies should align with your entrepreneurial journey, enabling you to create, grow, and protect your wealth. In this comprehensive guide, we’ll explore expert advice on managing your finances during high-growth phases, including investments, risk management, and tax planning. 1....
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Stanford’s Map of Life

You may live to 100. In fact, a researcher at Stanford predicts that someone alive today may live to 200! In the link below, you will see a summary of research from Stanford University calling for action and change in America. I hope you find the ideas provocative. Some of them you might even find...
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What is the Best Medicare Plan for Me With My Medicine Regimen?

If you have Medicare, you may already know that different medicines are covered by different Medicare plans. Some medicines may not be covered at all. And, plans may change year over year. This can be complicated!   The good news is that the website has an impressive tool to help you choose which plan...
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Owning Stocks and Bonds

Investors often ask, “When is the right time to enter the market?” Often, the best answer is now. The fundamental reasons are easy to forget in a noisy world! Stocks are partial ownership shares in a company. I prefer the word equities to stocks–because you have equity in the company you own. Bonds are different....
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Medicare Options

Understand Your Medicare Options

Join us September 7th in person or live via Zoom at 11:30 when we have an expert on Medicare teach us about Medicare. Learn the rules and how to choose the best coverage for your situation. Understanding Medicare can seem stressful, but our speaker will break it down. As the diagram shows above, you have...
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Twanga: The Hard Work of Investing

Recently, Stacey and I had a chance to visit Tanzania. Truly, the trip of a lifetime. One of the adventures gave me perspective on financial planning and investing. I learned a traditional way to make coffee. We took a coffee bean from the plant all the way to the pot and then poured a cup...
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Investment Update Video Part 2

Recently, Chad Harmon and Karl Frank delivered a quarterly investment update. We rely on the research of iM Global Partners (iMGP) for our economic and investment outlook. For a more complete commentary, click here to open a PDF file or click below to watch the movie.   Right now, investors are optimistic, especially regarding Artificial...
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