Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Is the Trade War Important?

Last week, a select group of clients and our wealth managers had the privilege of listening to Dr. Tom Howard and Lambert Bunker from Athena Invest discuss investments, in particular some of the behavioral research we use to make our investment decisions.

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Healthy Money Habits

A recent book, Power of Habit: Why We Do What We Do in Life and Business, does a wonderful job of telling long and interesting stories about the real-life benefits of changing what we do, when we’re doing things we’re not thinking about. Mr. Duhigg quotes at length research projects both famous and benign, recent and historical, and does a fair amount of investigating on his own. In short, get the Audible book and enjoy it in the car—we did!

Of particular importance to us, healthy financial habits can yield decades of benefits for you and generations of advantages for your loved ones. Consider these habits:

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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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