The Archives

January 2018 – Tax Cuts and Jobs Act Update A note to our clients: In keeping with our goal of providing relevant and high-quality content we have sourced what we believe to be the most accurate representation of the coming changes to all our tax lives. This is a comprehensive update. Some of it will…

SPECIAL REPORT: The Proposed Tax Reform. By Reason Financial – December 2017 Tax Reform is a monumental task. With competing interests, opportunity costs, and partisan politics, it is nearly impossible. While a cohesive tax bill has not yet reached President Trump’s desk, we are analyzing the House and Senate versions of the tax bill as they are currently…

Identity Wars: How to Protect Yourself – Tips from a Professional IT Consultant. By Daniel Covell, Founder, The Covell Group Market Update – December 2017 Daniel Covell, founder of The Covell Group, has been our IT and Data Security consultant for 7 years. During that time, he has partnered with us to implement significant improvements to…

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – October 2017   Harvey is now the most expensive weather event in US history. With continued development in coastal areas this is unlikely to remain the case. Economic modeling of storms in the Pacific shows long-term negative impacts on income providing insight to what may happen…

Who Let the Dogs In You may have been greeted by a couple of furry faces. By Jessica Folsom, EA If you walk through the doors of Reason Financial, you will likely be greeted by a couple of furry faces. Those faces are a part of our families at home and a part of our…

3rd Quarter of 2017 – Snapshot of the Financial Markets 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…

Three Consideration to make before turning on Social Security Planning Intelligence by Steve Pollock Retirement planning is financial planning intelligence at its highest level. It requires the balance of understanding your unique vision of retirement, making rational assumptions about the future, and applying analytics to make informed decisions. During this process one of the most frequent…

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – July 2017 The French voted and the Eurozone survived. Euroscepticism rose and fell and it appears the EU will be stronger for it as France and Germany strengthen their political bonds. The Purchasing Managers Index indicates improved economic conditions in many of the countries across the globe.…

2nd Quarter of 2017 – Snapshot of the Financial Markets 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…

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…