Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

My Forecast: The Next 10 Years

Read this Periscope to learn 10 trends we see over the next 10 years. I wrote this before the Covid-19 Pandemic, and I’ve been holding off sending it because I wanted to see if the pandemic changed them. But it did not. This time, it is not different after all…Send me a note or call your financial advisor to learn more!

“The business of capital allocation (or investing) is the business of taking risk, managing the uncertainty, and taking advantage of the long-term opportunities that those risks and uncertainties create.” Alex Umansky

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Welcome Back During Covid19

We are open for business! If you’d like to visit us, we’d love to see you. Watch this 1 ½ minute video with Chad and Bret explaining how we are keeping you and our team safe during the Covid 19 pandemic.

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Go Tax Free

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An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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Addressing Global Concerns on an individualized basis