Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Putting More Minds to Work

Greetings! ,

One of the duties of our investment team is to conduct on-site due diligence meetings with various investment companies. Last week, two of us visited New York City to investigate one of these companies and to complete other business as well.

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What is Big Money Thinking?

Greetings! ,

Dr. Quincy Krosby spoke at our broker dealer's annual conference last weekend. As the chief economist for Prudential, she gave the advisors at our broker dealer insight into what the big money is thinking. Prudential is the third largest bond manager in the world.

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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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The Green Initiative

Addressing Global Concerns on an individualized basis