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AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – October 2016 * 2016 stock market performance was up across the board despite the shock of two surprising political outcomes in both the U.K. and the U.S.  * Markets seem to be moving upward on the assumption that talk of lower taxes

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

Our Reason for Being Thankful Giving Thanks is More Than a Holiday It is time for Thanksgiving – a moment to appreciate all that we have, and a day to appreciate the family and friends that enrich our lives. We look forward to the coming year with anticipation and a holiday

An End of Year Tax Update Your Reason in Focus – November 2016 In keeping with our goal of providing relevant and high-quality content we have sourced what we believe to be the most current and well-presented tax update and planning letter available. Our usual practice is to develop all client

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – October 2016 * The markets have performed well since the “Brexit”, but we still have a long way to go until we hear the final words on the United Kingdom leaving the European Union.  * Though past performance does not guarantee future results, growth

PORTFOLIO REVIEW: THE SCIENCE OF INVESTING Your Reason in Focus – Aug 2016 “Data show that over time investments work better than investors. This is true because emotions, such as fear or greed or exuberance, influence decision making. Whether it’s real estate or stocks or bonds or gold or silver,