Periscope Newsletter and Blog

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...
Read More

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...
Read More

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...
Read More

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!
Read More

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...
Read More

Futility of Paying Attention

The news is omnipresent: in our hands, in the web browser, in the background at a public space. But it’s just noise. This week’s Periscope addresses an example of news and futility. Same News—Different Conclusion I knew it was going to happen. The headlines would give us bad news about financial institutions. Here is a...
Read More

New Website and Resources

Read this Periscope to learn about some of the new resources provided on our all-new website, www.assetsandincome.com Client Access The new Client Access button, at the top left of the webpage, provides links to several of the most common requests made by our clients. You can login to see your accounts, your financial plans, download...
Read More

2020 Halftime Show!

  Read this Periscope for a recap of the one of the most strange episodes in the history world investments, the year 2020. Since we don’t have sports, we might as well have drama—and 2020 is delivering a lot of drama. Investment update Overall, we are comfortable with our current portfolio positioning, which balances a...
Read More
2020 07 06 teleworking 002

Change is Tough and Things are Getting Better: Working in the USA Today

Continuing with one of last week’s four investment themes, a number of our investment managers are looking at the way work is changing in the United States and finding opportunities. I thought I’d share with you a summary of some of their thoughts. Part of the value we bring to you, I hope, is that...
Read More
1 2 3 4 5 40