Periscope Newsletter and Blog

Silly. Really.

Read this Periscope for three silly, but real, things that are happening right now in the investment world. If you missed Karl Frank speaking about Concentrated Equity Strategies click the video below, or you can find it in our new Investment Advise Video section of our website. Saying an SP500 ETF is diversified Right now,...
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How Do You Plan for an Inheritance or a Windfall?

Read this Periscope for some actionable advice for folks who have just received, or might be about to receive, a large amount of money. Catherine worked for her employer for several years before they went public, recently, and her whole life changed. She had owned stock options and shares in the firm since the day...
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Not as Good as You Think

Read this week’s Periscope for insights into some of the opportunities and risks we see in equity markets, including a wild ride in Tesla. Also, here are the links to our new webinars on demand. Learn How We Make Investment Decisions September 2020 Market and Economic Commentary Tesla is Not as Good or Bad as...
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Not as Bad as You Think…

Read this week’s Periscope for insights into big opportunities and risks in equity markets today. Also, here are the links to our new webinars on demand. Learn How We Make Investment Decisions and watch the first in our series of Lunch and Learn webinars on demand. It is on our website under Investment Advice Videos....
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Age of the Tech Giants

Read this Periscope for an astonishing perspective on the recent past and a prediction for the future. These Companies are Big Recently, I wrote that the SP500 has never been more concentrated than it is today. Five companies make up nearly $1 out of $4 that a person invests. Read also: Why We Invest Internationally...
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Space Force or Space Race?

Read this Periscope for insights into the space race, and why the Space Force might not be as crazy as it sounds. Cooperation and Competition in Space China is big, but outer space is even bigger. And it’s not just the USA who is going to outer space. A lot of other countries want to...
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Why We Invest Internationally

This week’s Periscope outlines why we make international investments and presents some cool charts. So read on! Why We Invest Internationally This post provides a little timely perspective and a broad overview of our investment philosophy. We wrote a white paper about why we invest internationally. If you’d like the details, you may download the...
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Your Defense Against Market Volatility

This week’s Periscope is in PDF format. It includes some timeless truths and some great graphics and statistics about the market under Covid-19. Call your advisor if you’d like to talk further!
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True Client Care

Read this Periscope for a perspective on true client care and a summary of July’s Periscope news. I’m tired of the Covid-19 excuse for delivering bad client service. Are you with me? The wait times at many large companies are horrendous. The people who answer are a little too casual, and carefree. There is too...
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