Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Patience, Perspective and Washington

Even if they don't pull the trigger, when someone holds a gun to your head, that's not something you easily forget. --Client

The last few weeks have been difficult for investors. If you only watched the markets, you might wonder what is the big deal? The stock markets largely rose. So what is with Washington DC?

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Questions to Ask a Financial Professional

Questions to Ask a Financial Professional

Far too many of your friends and colleagues do not have good, reliable advice from an ethical financial planner who swears the fiduciary oath--to put your interests ahead of the advisor's interests.

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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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