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Quarterly Market Update - January 2018 Executive Summary * The last year saw a strong shift in market growth with international markets outpacing the United States. * Tax reform will take time to fully understand, but currently it looks like most filers will benefit, particularly those who are married with children at

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.

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

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

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

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

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