Periscope Newsletter and Blog

4 Go Tax Free Ideas in 5 Minutes

It’s the middle of the year, do you know how your retirement plan is doing? and nbsp;Most importantly, how are your contributions? In a 401k, you can contribute up to $23,000 per year if you’re over the age of 50, $17,500 if you’re younger than that. These contributions really add up! Consider these ideas:* For...
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Periscope: Why do we care about Egypt?

Why Do We Care About Egypt? “Don’t dwell on what went wrong. Instead, focus on what to do next. Spend your energies on moving forward toward finding the answer.” – Denis Waitley Why Do We Care About Egypt? Why do we care so much about Egypt? How might this affect our investments? Egypt has 84...
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Periscope: Making the News

Happy 4th of July! and nbsp;As I am writing this, the stock markets are celebrating in advance of America’s birthday. That’s not uncommon. As you know from recent events, short-term market movements are largely emotional. Ignoring that volatility is good for your health. Last I checked, the markets have almost made up for the decline...
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Tapering the Federal Reserve

Greetings! , The news from the markets last week was dramatic, considering there is very little news. Eventually, the massive bond buying of the Federal Reserve will end. First, the Federal Reserve meeting had very little to say, except that things look like they are improving. Then, Mr. Bernanke had an open interview in which...
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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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