Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

A Policy for a Lifetime of Investment Success

We agree on some basics, you and me. The best way to set a lifetime investment plan is to discuss our goals, create a plan, and then assemble a portfolio of investments. We agree we should do these things in that order, because it is the order of priority.

Let's look at an example. You want to retire in 10 years at age 62 and provide an income of $200,000 per year. You have Social Security that will cover $75,000 of that, and you have investment assets of approximately $1,000,000.

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How to Live Off Our Investments

Our overall philosophy of investment advice is goal-focused and planning-driven, as sharply distinguished from an approach that is market-focused and current-events-driven. Every successful investor I've ever known was acting continuously on a plan. Failed investors, in my experience, get that way by reacting to current events in the economy and the markets.

We neither forecast the economy, nor attempt to time the markets, nor predict which market sectors will “outperform” others over the next block of time. In a sentence that always bears repeating: I'm a planner rather than a prognosticator. So is every wealth manager at A&I.

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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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The Green Initiative

Addressing Global Concerns on an individualized basis