Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Tuna Casserole

“Some things I hope I never do: clog the checkout line at a drugstore while laboriously counting out 54 pennies in exact change; drive 10 miles an hour in a 35-mph zone; serve my children freezer-burned tuna noodle casserole.” *1

Retirement can be the opportunity of a lifetime to achieve so many goals we’ve deferred while building our business, our family, and supporting others. Retirement, finally, is “me time!” Or so say more than one of our retiring clients.

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ESG Investing and Earth Day

This Earth Day, 2019, we are launching a three-part plan to do our part to increase our client experience, and help the planet, too.


First, it’s never been easier to go paperless with your investments. Click here and you’ll see that I literally do this in a two-minute video, saving thousands of pages of print (and hassle) per year.

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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