Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Incredible(?) Recovery(?)

The drumbeat of this Periscope is optimism, based off life experience and research. I fear it may be your only voice of optimism. The cacophony of negative news around this incredible economy and equities market is astounding.

Just this last week, economists concluded that the most recent three months, Q4 2018, was a good one for the USA. In fact, the rate of growth was 30% better growth than they thought just a few months prior. This is incredible!(?). Did you hear anything about that? Perhaps only here…we are in good times, economically-speaking.

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Love and Money: How to Manage Finances Equally

Money is a leading cause of divorce and marriage counseling. How can couples avoid letting money ruin their love?

The answer – communication. When you say, “I do,” you unite more than just your families – your finances are now intertwined as well. While there is no ‘one size fits all’ approach to managing finances, a relationship benefits from open and honest conversations on debt, savings goals and budgeting plans.

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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