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The Tax Cuts and Jobs Act signed into law last Christmas and effective for 2018 presents us with a new set of planning opportunities. We have identified two cohorts of taxpayers for whom the law change can potentially provide benefits with the right planning: those who give a lot of

The calendar has turned over and I am sure we each reached saturation on making resolutions and hearing about other people’s resolutions. I do not want to bore you with what those of us at Reason Financial have decided are our personal goals in regards to the big three

Executive Summary * Stock markets posted their worst December since the Great Depression turning the markets negative on the year. * The global economy is taking a bit of a hit with indications of slowing in multiple advanced and developing economies across the globe. * The government shutdown, now in its 6th week,

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

Investment Management Research Group (IMRG) of 1st Global Impending signs of “doom” lurking around the corner sent U.S. stock markets into a tailspin this week, falling roughly 4 percent at their lowest intra-day point. Volatility and downward pressure has been a relatively consistent theme for the Dow Jones Industrial

Executive Summary * Domestic stock markets and particularly tech stocks have performed well in 2018, but more traditional companies, bonds, and international assets have not kept pace. * Addressing uncertainty requires time spent identifying how a market downturn or recession will impact your financial plan. * The Federal Reserve is optimistic for continued

Fall is in the air and Thanksgiving is around the corner. We use this time of year to remind ourselves to take a look and be thankful for what we have worked for, built and created up to this point in our lifetime. Financially speaking, this accumulation of wealth and