Periscope Newsletter and Blog

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

August 2, 2022

End-of-Life Planning and You

Planning a dignified end of life is key. At our last Lunch & Learn, Kim Callinan, president of Compassion and Choices and national expert on end-of-life planning, explained her best methods for planning this unique phase of life. Watch the session below (and scroll down for a free resource!). Kim is an end-of-life doula....

Karl and the rest of the hiking crew on Mt. Rainier

July 26, 2022

5 Lessons About Financial Planning From Climbing Mt. Rainier (Part 2)

Read this Periscope for the sequel to my musings from the trail, while I was summiting the highest mountain in the state of Washington a few weeks ago. Relationships Are Awesome On this ten day mountaineering journey, climbing Mt. Baker and Mt. Rainier, our seven civilians and three guides became fast friends. We came from...

July 12, 2022

5 Lessons About Financial Planning From Climbing Mt. Rainier (Part 1)

Read this Periscope for some key financial planning lessons from summiting the highest mountain in the state of Washington a few weeks ago. Halfway there, the summit is Reaching the summit is only half the trip. The scarier was coming back down. We took the Kautz Route up the Nisqually Glacier, which is a long...

July 6, 2022

Halfway There! 3 Questions for Your Mid-year Review

Read this Periscope for ideas about doing an easy and practical mid-year check in on your goals and investments. Also, scroll down to link to thoughts about inflation, the economy, and the death of the 60/40 portfolio. And don’t forget to join us for our next Lunch & Learn event next week – there’s still...

June 28, 2022

The Mental Health Benefits of Working with a Financial Planner

Read this Periscope to learn more about one interesting benefit of having a financial planner that you might not have thought of before: mental health. Also, scroll down to link to thoughts about inflation, the economy and the death of the 60/40 portfolio. The pandemic was hard on our mental health One in three people...

June 21, 2022

How Can We Weather Inflation? (Part 2)

Read this Periscope for insights into the future of inflation and how long it may last! Doubleline Research Says… In the last of two Periscopes on inflation, we look at the bottom-up research from one of our investment partners, Doubleline. Ryan Kimmell believes inflation will last longer than most analysts. Last week, I unfairly summarized...

June 14, 2022

How Can We Weather Inflation?

Read this Periscope for insights into the future of inflation and how long it may last! Doubleline Research Says… Recently, Ryan Kimmell with Doubleline gave us his company’s forecast for inflation. In brief, Doubleline believes inflation will last longer than most analysts are predicting. They are a little gloomy. Ryan looks at it from what...

June 7, 2022

How Long Will Inflation Last? Insights into Inflation

Read this post for insights into why inflation happens and how long it may last. Doubleline Research Says… Recently, we had one of our investment partners speak at a Lunch & Learn event for our clients. Ryan Kimmell is an analyst with Doubleline, a company with whom we have significant investments for many of our...

May 31, 2022

The 4 Tax Benefits of Financial Advice

Read this Periscope to learn more about the value of hiring a financial planner. Also, check the website for a video to learn more about the nuanced ways to measure and attempt to predict inflation, and about the tools that the Federal Reserve uses to reduce inflation! Financial planning is more than investment management As...

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