Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Investments Halftime Report

“As we experienced this past quarter, uncertainty is a constant presence and volatility can return to markets at the drop of a pin (or a tweet, it seems, these days).”

So concludes the second quarter “halftime” investments report for our clients. If you’d like to read the entire report, and you’re reading this in an email, just click here.

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This is a Good Season

“Stocks are far more volatile than companies. And investor emotions are the most volatile of all.”

So says our friend, Nick Murray, in a recent post available to our clients. 

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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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