Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Three Ideas To Keep Coronavirus in Perspective

"2020 stinks. I broke both my legs, the world came down with Coronavirus, and Kobe died!" Henry Frank

Coronavirus fears are causing what may feel like unusually stressful times. Perhaps some perspective helps.

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The Coronavirus Correction

If you have concerns about Coronavirus Covid-19, or last week’s equity market correction, please call your wealth manager. We are happy to talk with you about your personal financial plans.

This correction in perspective
As the financial news has made abundantly clear, equity markets entered correction territory last week. A “correction” is Wall Street speak for a time when US equities decline 10% from their all-time highs.

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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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Addressing Global Concerns on an individualized basis