Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Buying a Second Home as an Investment

I am honored to be published on the CFP Board - Let's Make a Plan website. I have shared a bit of insight on a subject I believe to be of particular interest to our clients living in the Denver area and to anyone involved in real estate.

Many of us dream about someday buying a second home as an investment—and possibly for family vacations as well. Before you do, be sure to know what you are signing up for.

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Damn the Robot

For many of our clients, we recently changed a few of your investments. If you’re curious about what we’re thinking, and why we made a change, now is a perfect time to pick up the phone and call your wealth manager.

We have a debate going on right now in our industry. One says, “Damn the torpedoes, full speed ahead!” and the other says, “you are a moron,” prepare for a recession.

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Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free

 

 

 

 

 

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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