Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Happy Holidays!

Happy Holidays!

Thank you to everyone who braved the cold weather and attended our big holiday event! I think it was the best yet, and I believe your friends and family will get a great surprise from you when they receive your holiday video cards!

In the spirit of celebration, here are some uplifting stats about the wonderful city of Denver. You'll likely be asking yourself, "well what do you know?!"

  • Denver is the #1 city where 25-34 year olds are moving (Brookings Institution, 2011)
  • Denver is the 2nd best city for doing business (Area Development Magazine, 2011)
  • Denver is the 4th best city for recent college graduates (, 2011)
  • 2nd most educated population, by percentage of residents with a BA or higher (U.S. Census Data, 2010) 
  • 2nd top state for high-tech business (U.S. Chamber of Commerce, 2012)

That might warm you up during the coldest week I can remember!


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From Cha Cha to Cha-Ching: Questions to Ask Before You Exit

It's my pleasure to share an article recently published by one of our Wealth Managers, Cameron Morgan.  In an article featured on, Cameron provides strategies to business owners as they contemplate the transition from business owner to retiree.
"It's said that the actress Ginger Rogers kept up with everything Fred Astaire did-only backward, and in heels. If you think running a company or firm profitably and gracefully is challenging, just try selling it. That's the business equivalent of Ginger Rogers. The niche of exit planning supports business owners as they pivot from startup/growth/maturity phases of their companies and begin to mull their exits."   
Click Here to Read the Entire Article or request a full version of the article from
From our families to yours, have a wonderful Thanksgiving holiday!
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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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