Periscope Newsletter and Blog

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...Read More

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....Read More

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 Medicare.gov website has an impressive tool to help you choose which plan...Read More

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....Read More

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...Read More

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...Read More