Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Family Financial Album

Nearly 20 years ago, Cameron Morgan took the lead at our firm to implement a whole lot of good ideas we had floating around about how to get your financial life organized. She integrated them in a three-ring binder. With only a little bit of help from the rest of us, the Family Financial Album was born.


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My Forecast: The Next 10 Years

Read this Periscope to learn 10 trends we see over the next 10 years. I wrote this before the Covid-19 Pandemic, and I’ve been holding off sending it because I wanted to see if the pandemic changed them. But it did not. This time, it is not different after all…Send me a note or call your financial advisor to learn more!

“The business of capital allocation (or investing) is the business of taking risk, managing the uncertainty, and taking advantage of the long-term opportunities that those risks and uncertainties create.” Alex Umansky

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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