Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

What's Special About 5/29?

This Memorial Day week, we’re going to have a little fun. Why this date? It’s 5/29, or five twenty-nine … so let’s learn about Section 529 College Savings Plans! We encourage you to re-consider what you may or may not know about these investment accounts. So, here we go – your fact-filled list of 29 surprising reasons to use a 529 college savings plan: 

  • Paying for college is “More important than extra-long twin sheets, shower caddies, and quarters for the laundry machines!” says AIFS advisor Cameron Morgan.


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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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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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