Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Insights from Third Quarter

As the clock turns and we enter the fourth quarter, it’s a good time to assess our investments. If you have not spoken to your wealth manager recently, please reply to this email or reach out to him or her directly. We are here to hear you!

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The Breakfast Club at the Federal Reserve

This story is just so good, I had to quote it at length, near the bottom of this Periscope. In brief, the Federal Reserve, and a couple of the world’s largest banks, recently spent a few days in detention. And this reminded one of our money managers of a movie about Saturday detention in the 1980’s movie, The Breakfast Club.

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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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Go Paperless 

Addressing Global Concerns on an individualized basis