Periscope Newsletter and Blog

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

Another Cryptocurrency Crash and the Value of Financial Planning

  Read this post for insights about cryptocurrency investors and real-life financial planning. Also, check the website for a video about inflation and interest rates! Financial planning involves more than investment management As a general rule, you want to align your investments so you can achieve your financial plans. Conversely, you do not want to...
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Alternative Investments – Equity Market Investment Alternatives

Today, many people are looking for alternatives to investing in equity markets. Equity markets is a term synonymous with stock markets. Stocks and other securities are bought and sold on exchanges. Some of the world’s largest equity markets include the New York Stock Exchange (NYSE), Nasdaq, London Stock Exchange (LSE), and Tokyo Stock Exchange (TSE)....
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Both higher inflation and stronger dollar?

  Read this post for more information about inflation and the US dollar. Be sure to join us on May 19 for this week’s Lunch & Learn to learn about inflation from one of our key investment partners. Click here to RSVP. Inflation defies tradition A recent headline in the Wall Street Journal summarizes a...
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china faces challenges

China Faces Challenges

  Read this post for a brief overview of some of the challenges faced by America’s biggest economic rival, and the world’s second largest economy. China wants to be the biggest and best China has ambitious goals and the country’s recent success has increased the chances that it will achieve them. One of the goals...
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global investment outlook

China, a story about when I grew up…

  China, a story about when I grew up… Read this Periscope for insights into the world’s second largest economy and how it is influencing the culture and behavior of the world at large. When I grew up in Singapore… So begins our conversation with Louis Lau, one of our investment managers who specializes in...
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is china on the rise?

Is China on the rise?

  China is going its own way As I discussed at the beginning of this year, China is going its own way. With the world’s second largest economy and the fastest growth rate of any large country, they are flexing economic strength. Read more: Our 2022 Outlook is Cautiously Optimistic Watch the video from January:...
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Inflation and Our Portfolios in Q1 2022

  Read this post for insights into what we are doing to protect our usual client portfolios from inflation and the investment opportunities we see today. Last week we gave a link to clients with a lot of detailed information. Today’s newsletter is shorter than that, but still pretty detailed! Make sure to contact your...
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assets and income retirement planning

Q1 2022 Investment Commentary – Threats and opportunities investing in global markets

Read this post for our investment research partners’ perspective on the first three months of 2022. Clearly, the changes in the world are outside our scope. Russia’s invasion of Ukraine beginning February 24, 2022 changes a lot of things. Our focus in this Periscope is to discuss the investment threats and opportunities we faced, and...
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salary increase

8 Ways to Make Best Use of Bonus, Annual Increase in Salary (With 3 Worst Ways)

Read this post for 8 good ideas and 3 bad ideas for what to do with a bonus, or other influx of money. Recently, I published an article for the CFP Board of Standards. I thought I would add some color to the article for our clients. The question was, what should you do with...
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