Periscope Newsletter and Blog

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Million Dollar Roundtable

Greetings! , This week, I am at the annual meeting of the Million Dollar Roundtable in Philadelphia. 8,000 financial advisers from over 74 countries are in attendance. Additionally, I have the opportunity to speak to them about how to help their clients Go Tax Free: 17 Ways to Get More Choice and Control Over Your...
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A Natural and Mandatory Relationship

Greetings! , You and your money have a relationship. It is natural. It is mandatory. It is good. Alone, you have no need for money. Money exists only because of relationships. You learn much about your relationships with others by looking at where money is spent and why. You become more clear about your identity...
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Go Tax Free

Go Tax Free

Greetings! , Times are busy around A and amp;I Financial Services! Last weekend, some of us made gourmet barbecue, others went to the mountains, and a handful of us ran the Bolder Boulder. If you don’t believe me, check the photo with the shoe tags. Although the Frank family isn’t setting any public speed records,...
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Putting More Minds to Work

Greetings! , One of the duties of our investment team is to conduct on-site due diligence meetings with various investment companies. Last week, two of us visited New York City to investigate one of these companies and to complete other business as well. In a due diligence meeting, looking in the eyes of the money...
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What is Big Money Thinking?

Greetings! , Dr. Quincy Krosby spoke at our broker dealer’s annual conference last weekend. As the chief economist for Prudential, she gave the advisors at our broker dealer insight into what the big money is thinking. Prudential is the third largest bond manager in the world. She believes, as we do, that the largest driver...
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