Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Who Would Buy a Bond That Is Guaranteed to Lose Money?

Who on earth is making an investment that guarantees a loss?

Apparently a lot of people—or a few folks with a lot of money—because interest rates around the world are declining and in many countries, negative. Most of these bonds are short-term government bonds from Switzerland, Japan and Germany. However, the fear is growing:

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Buying a Second Home as an Investment

I am honored to be published on the CFP Board - Let's Make a Plan website. I have shared a bit of insight on a subject I believe to be of particular interest to our clients living in the Denver area and to anyone involved in real estate.

Many of us dream about someday buying a second home as an investment—and possibly for family vacations as well. Before you do, be sure to know what you are signing up for.

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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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