Posts by Reason Financial

Summer Time is Here Risk Management by Sean Storck Summer will always have a hold on my imagination. I am closing in on 20 summers since I left childhood behind, but I still hold dear the long days of pickup baseball games, fireflies, thunderstorms and mischief. Today, June 21st, is the official start to Summer…

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – April 2017   Politics has dominated the headlines so far in 2017. The 1st Quarter was focused on the incoming Trump Administration. The 2nd Quarter will serve as witness to the French Election and the potential consequences if a Euro-sceptic is voted in. In dog years…

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a quarterly topic.

Estate Planning Your Reason in Focus – Q1 2017   The end of life is complicated. Between the emotional aspect of losing a loved one and the responsibilities of properly handling the affairs of the decedent, dealing with death is just hard. The questions below are a small sample of the issues we address when…

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – October 2016   2016 stock market performance was up across the board despite the shock of two surprising political outcomes in both the U.K. and the U.S.  Markets seem to be moving upward on the assumption that talk of lower taxes and fewer regulations will result…

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a quarterly topic.

Our Reason for Being Thankful Giving Thanks is More Than a Holiday It is time for Thanksgiving – a moment to appreciate all that we have, and a day to appreciate the family and friends that enrich our lives. We look forward to the coming year with anticipation and a holiday season that offers us…

An End of Year Tax Update Your Reason in Focus – November 2016 In keeping with our goal of providing relevant and high-quality content we have sourced what we believe to be the most current and well-presented tax update and planning letter available. Our usual practice is to develop all client communication in-house to ensure…

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – October 2016 The markets have performed well since the “Brexit”, but we still have a long way to go until we hear the final words on the United Kingdom leaving the European Union.  Though past performance does not guarantee future results, growth in the stock market…

PORTFOLIO REVIEW: THE SCIENCE OF INVESTING Your Reason in Focus – Aug 2016 “Data show that over time investments work better than investors. This is true because emotions, such as fear or greed or exuberance, influence decision making. Whether it’s real estate or stocks or bonds or gold or silver, it is emotionally easy to…