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Take Me Out with the Crowd

By Tanya T. Nguyen The 2021 baseball season is now in full swing! Petco Park has thrown open their gates for max capacity and the Padres are hoping to make it to the World Series (hold your laughter, please). It definitely looks “batter” on the other side as we start

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What is a fiduciary?

If you’re getting financial advice, fiduciary is one of the most important words for you to know… but it may not be as important as the word trust. By the end of this article, we hope you understand why. At Reason Financial we’re held to the fiduciary standard

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Advance Child Tax Credit Payments

Tax Filing Update Pursuant to the changes set forth in The American Rescue Plan, the Department of Treasury will be automatically issuing advance payments of the Child Tax Credit to eligible taxpayers beginning July 15th 2021. Here is what you should know: * For tax year 2021 the Child Tax Credit

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July 2021 - Economic and Market Update

Executive Summary * A little bit of fear, but a lot of good, comes from being invested right now. * Predicting the future is a fickle thing, but a common concern is that the U.S. will go the way of Japan with the amount of debt we are taking on as

laptop showing a stock chart

April 2021 - Economic and Market Update

Executive Summary * Markets are responding well to vaccination progress and consumers are returning to more normal behavior. * Inflation is a real thing, but something we have not experienced significantly in a long time. As such, it appears to be misunderstood and a bit too feared. The start of 2021 has

BBC world service cover

13 Minutes To The Moon – The Apollo 11 Story

It is not everyday that you come across something worthy of bringing the attention of others to. The next show to stream or movie to watch or book to read is so often a matter of taste more than anything else. However, occasionally something comes along that hits all the

tax optimization

January 2021 - Economic and Market Update

Executive Summary * Despite all the turmoil markets ended 2020 substantially above the intra-year lows. * It is easy to conflate politics and market performance in our minds. The reality is far more mundane with positive market performance no matter the political leadership scenario. Fiscal and monetary stimulus does influence the markets,