Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

ESG Investing and Earth Day

This Earth Day, 2019, we are launching a three-part plan to do our part to increase our client experience, and help the planet, too.


First, it’s never been easier to go paperless with your investments. Click here and you’ll see that I literally do this in a two-minute video, saving thousands of pages of print (and hassle) per year.

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Go Paperless, the Green Initiative

Our number one request from clients is that E*TRADE Advisor Services, and all the investment companies we work with, send us less paper. This problem can be solved, and we are making a major initiative at our firm to help you do so. The first step needs to be taken by you, however. No advisor or client care team member can click the buttons for you. Click the video below to see a 2-minute instructional video with easy-to-follow instructions.

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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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Green Initiative Side Bar 2

The Green Initiative

Addressing Global Concerns on an individualized basis