Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Personal Security While Traveling

We look forward to seeing many of you at our holiday open house this Friday. If you'd like to RSVP there is still time!

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19 Reasons I Am Thankful in 2019

Why are you thankful this year? Please share with me and/or your wealth manager. Here are 19 reasons I’m thankful in 2019:

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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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Go Paperless 

Addressing Global Concerns on an individualized basis