Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

1,000 Years Later, the Castles We Still Build

Over the past 1,000 years, the world hasn’t changed.

So began the story from our new-to-us Certified Financial Planner® practitioner, Dave Stevens. Dave has been a friend to one or more of us for more than a decade and he joins our team with open arms, and over 30 years of investment experience. I hope you enjoy his story half as much as we do.

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Let's Start the Conversation

If you have not already done this with your wealth manager, then go ahead and ask him or her about providing you online access to your financial plan. This short video shows you some of the benefits. 

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164 Hits

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