Periscope Newsletter and Blog

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

Keep in Mind These Lessons from the 2008 Financial Crisis

October 3rd was World Financial Planning Day, and we’ve recently marked the 10th anniversary of the financial crisis. As we reflect on the past ten years, now is the perfect time to re-evaluate your financial strategy and make sure you’re avoiding the personal finance mistakes made a decade ago Follow this check-list of best practices,...
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Determinants of Real life Financial Success

What’s the Biggest Determinant of Financial Success?

Timeless insight from September, 2018. I read an article in the Wall Street Journal that reminded me of our speaker and researcher, Dr. Howard.It is called “A Better Way to Think about Portfolio Rebalancing,” by Meir Statman. The article is behind the paywall. Mr. Statman says “risk isn’t about volatility; it’s about not satisfying wants.”...
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Financially Independent Retiring Early

FIRE: Financial Independence, Retire Early

How to Retire in Your 30s With $1 Million in the Bank Apparently, some millennials don’t want to work the rest of their lives. They are working toward FIRE, or Financial Independence, Retire Early. Go figure. Actually, retiring early requires a lot of figuring out! “Figuring out how much money you will need in retirement...
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It’s Not What You Have

“We self regulate to the level of our beliefs not to the level of our potential.” Dr. Rick Perea Last week, Stacey and I had two dramatically different and wonderful experiences with two people whose advice directly fits into your financial planning situation (I hope). My hope is that in the next 3.5 minutes you...
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