Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Marijuana, Unicorns and IPOs

One of our favorite things to do is to discuss investment ideas. As a member of our investment policy committee, I have the opportunity to hear topics presented all of the time. Often, these ideas come from our clients, and sometimes I feel the need to address them. Two of the more recent hot investment ideas this year are marijuana and Unicorns/IPOs.

I appreciate the insight from a money manager named Jeffrey Bronchik, who we follow. On Marijuana, Jeffrey Bronchik says:

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Cyber Security, What You Can Do and What We Are Doing About It

This week, we host Director of Crime Prevention Programs of Jefferson County 1st District Attorney's Office, Cary Johnson, to teach us about keeping our identities safe from those who would do us harm. Consider joining us on Wednesday, June 12, 2019 at 11:30 AM.

Recently, the list of companies that have been hacked includes Marriott/Starwood, Facebook, Uber, Yahoo, Equifax, US Office of Personnel Management, Sony, Target and more. This week, we have some tips for 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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