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The Archives

2019 tax season

SPECIAL REPORT on the proposed Tax Reform

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

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IDENTITY WARS: How to Protect Yourself Tips from a Professional IT Consultant

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

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October 2017 – An Economic and Market Update

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

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Who Let the Dogs In: You may have been greeted by a couple of furry faces.

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

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3rd Quarter of 2017 – Snapshot of the Financial Markets

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

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Three considerations to make before turning on Social Security

Three Consideration to make before turning on Social Security Planning Intelligence by Steve Pollock Retirement planning is financial planning intelligence at its highest level. It requires the balance of understanding your unique vision of retirement, making rational assumptions about the future, and applying analytics to make informed decisions. During this

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July 2017 - An Economic and Market Update

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – July 2017 * The French voted and the Eurozone survived. Euroscepticism rose and fell and it appears the EU will be stronger for it as France and Germany strengthen their political bonds. * The Purchasing Managers Index indicates improved economic conditions in many of