Periscope Newsletter & Blog

This is some blog description about this site

Periscope Weekly Investment Newsletter.

2020 tax update: Congress passed the SECURE Act and how it affects retirees

Retirement savers have a win and a loss at the end of 2019

Who says Congress is tied up with impeachment? Both the House and the Senate passed a Christmas-time bill that gives retirement savers both a gift and a piece of coal.

Continue reading
  386 Hits
386 Hits

Politics and Your Portfolios in a Brand New Year

"The factor that I think could hurt long-term returns the most – and thereby pose the greatest risk – is an investor’s attempt to time the bull market’s peak." - Mitch Zacks

Continue reading
  250 Hits
250 Hits

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.
Learn more

Green Initiative Side Bar 2

Go Paperless 

Addressing Global Concerns on an individualized basis