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Matthew J. AndersonFinancial and Tax AdviserIt is with great pleasure and professional satisfaction that we are able to assist individuals, families and businesses with their investment management, financial planning, tax planning and preparation needs. In doing so our purpose is to enable a lifetime of rational, informed and well-reasoned financial

The June Supreme Court decision upholding Affordable Care Act provisions eased some concern about the law’s effect on 2015 tax returns. Yet as year-end approaches, Congress once again has a lot of work to accomplish. While comprehensive tax reform is not on the schedule in the final months of

EXECUTIVE SUMMARY * Two forces are significantly impacting global markets. The lack of Security and the element of Surprise are increasing volatility as evidenced by the significant price swings of the last couple months. * A global slowdown is in process as evidenced in the most recent measurements of the Global Purchasing

EXECUTIVE SUMMARY * Interest rates continue to be a focus of attention, particularly with the current divergence between market expectations and those of the Federal Open Market Committee (FOMC). * A new word has been added to the lexicon with “Grexit” becoming the title of the Greek crisis. A final agreement appears

EXECUTIVE SUMMARY • Domestic markets are being pressured by lower consumption readings despite low energy prices putting more money in consumer pockets. , • Despite much hype over the aging of the American population, the U.S. demographic makeup is very encouraging when compared to many of the other developed and developing countries

SAN DIEGO--(BUSINESS WIRE)—Rawdin-Baron Financial, Inc., a comprehensive financial planning and tax services firm, announced today that it is changing its name to Reason Financial: A Rawdin-Baron Financial Company. The name change, and corresponding new logo and brand, reflect the company’s commitme