Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Extra Innings

We believe the right way to invest is with a diversity of opinions. Here are examples of three different opinions.

Recently, the economy may have received a shot in the arm from the Fed. As this investment manager puts it, “the expansion gets extra innings.” The opinions here are detailed, but informative. Suffice it to say, these are good times:

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Marijuana, Unicorns and IPOs

One of our favorite things to do is to discuss investment ideas. As a member of our investment policy committee, I have the opportunity to hear topics presented all of the time. Often, these ideas come from our clients, and sometimes I feel the need to address them. Two of the more recent hot investment ideas this year are marijuana and Unicorns/IPOs.

I appreciate the insight from a money manager named Jeffrey Bronchik, who we follow. On Marijuana, Jeffrey Bronchik says:

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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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