Research And Insights
3rd Quarter 2026 – Economic and Market Update
Q2 2026 in review: the S&P 500's best quarter since 2020, oil's round trip from $114 back to $70, a 4.2% CPI print that…
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3rd Quarter 2026 – Economic and Market Update
Q2 2026 in review: the S&P 500's best quarter since 2020, oil's round trip from $114 back to $70, a 4.2% CPI print that…
Read more
America at 250: A Birthday Worth Sitting With for a Moment
The United States just turned 250 — and the story reads surprisingly well as a series of 50-year check-ins. Founding-era population the size of…
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Hybrid Long-Term Care: Coverage That Isn’t Wasted + Tax-Smart Way to Fund It
Long-term care keeps coming up in client conversations, usually when someone is helping a parent through it and starts thinking about their own plan.…
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Every quarter, Team Reason shares what we’re hearing, thinking, and observing: market moves, tax changes, and the questions clients keep asking us.
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