Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

World Series and Your Portfolio

Here are three fun items related to the World Series and your investments.

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Insights from Third Quarter

As the clock turns and we enter the fourth quarter, it’s a good time to assess our investments. If you have not spoken to your wealth manager recently, please reply to this email or reach out to him or her directly. We are here to hear you!

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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