Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Monet and Money

“My madness had been wisdom. To think that, had I passed away at 60, I would have died debt-ridden and bankrupt, surrounded by a wealth of underrated treasures.” –Paul Durand Ruel

“We would have died of hunger without Durand-Ruel, all we impressionists. We owe him everything. He persisted, stubborn, risking bankruptcy 20 times in order to back us.” —Claude Monet

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Tax Law & Economic Outlook

On January 16th, Francois Giguere, CFP and I had the pleasure of presenting to a packed house. Francois taught us the news about last year's tax reform and how it affects you, our clients. I presented thoughts from several investment research firms who we trust of view about the economy. Here is a 42 minute video, which I hope you share with anyone who might be interested!

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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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