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A Year End Tax Update

As we prepare to welcome in the New Year, we would like to highlight some changes to the tax code that may affect your filing situation. 2011 brought with it three new Acts: “Small Business Jobs Act of 2010”; “Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010”; and the

Rawdin-Baron Financial, Inc. Renews Commitment to Wealth Management at 1st Global’s National Conference 2011

[https://yourreason.com/wp-content/uploads/2011/12/steve_pollock_bruce_rawdin--300x277.jpg] San Diego, CA – December 10, 2011 – Rawdin-Baron Financial, Inc., headquartered in San Diego, renewed its commitment to wealth management excellence at 1st Global’s 20th annual National Conference, November 1

1st Global National Conference

October Shows Signs of Economic Strength

October provided equity investors with the best month in nearly 20 years. In percentage terms, the Dow Jones Industrial Average (DJIA) gained 9.54%, NASDAQ rose 11.14% and the S&P 500 closed up 10.77% from September1. While November typically is the “sweet spot” for technical minded investors (the S

New Tax Filing Requirement for US Taxpayers with Foreign Assets

Enacted in 2010, The Foreign Account Tax Compliance Act (FATCA) purpose is to combat tax evasion by holding investments in offshore accounts. It imposes a new annual reporting requirement for US Tax Payers holding foreign assets.

Economic Update - September 26, 2011

Last week markets fell as investors assessed the news and political efforts to stabilize the world economies. Among the headlines, the Federal Reserve released a statement in which they committed $400 billion to buying longer-term Treasuries. This reinforces their commitment to keeping long-term int

Back to School - A Review of the Student Loan Reform

September marks the time of year when students pack up their book bags and return to the classroom… and when tuition payments are due. The costs of attending college have risen significantly over the years and a major source of funding is provided in the form of student loans. The nation’s student l