Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Love and Money: How to Manage Finances Equally

Money is a leading cause of divorce and marriage counseling. How can couples avoid letting money ruin their love?

The answer – communication. When you say, “I do,” you unite more than just your families – your finances are now intertwined as well. While there is no ‘one size fits all’ approach to managing finances, a relationship benefits from open and honest conversations on debt, savings goals and budgeting plans.

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105 Hits

1,000 Years Later, the Castles We Still Build

Over the past 1,000 years, the world hasn’t changed.

So began the story from our new-to-us Certified Financial Planner® practitioner, Dave Stevens. Dave has been a friend to one or more of us for more than a decade and he joins our team with open arms, and over 30 years of investment experience. I hope you enjoy his story half as much as we do.

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135 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.
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The Green Initiative

Addressing Global Concerns on an individualized basis