Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.


Thanks for the kind words about last week’s Periscope, This 4th of July, Take a Hike. This week, I’d like to give you a few updates, but first I’d like to pose a question and spark a conversation.

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290 Hits

This Fourth of July, Take a Hike

This Fourth of July, consider taking a hike.

Recently, I had the opportunity to take a hike in the Colorado mountains with some absolutely brilliant investment managers. That morning, by coincidence, one of their investment decisions would turn out well—in a very short period of time—and they were about to be quite happy about that.

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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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Addressing Global Concerns on an individualized basis