Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

This Fourth of July, Take a Hike

This Fourth of July, consider taking a hike.

Recently, I had the opportunity to take a hike in the Colorado mountains with some absolutely brilliant investment managers. That morning, by coincidence, one of their investment decisions would turn out well—in a very short period of time—and they were about to be quite happy about that.

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Extra Innings

We believe the right way to invest is with a diversity of opinions. Here are examples of three different opinions.

Recently, the economy may have received a shot in the arm from the Fed. As this investment manager puts it, “the expansion gets extra innings.” The opinions here are detailed, but informative. Suffice it to say, these are good times:

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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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The Green Initiative

Addressing Global Concerns on an individualized basis