In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial Advisors, LLC writes annuities used to be confusing, costly, and legally complex, but they’ve evolved into effective and...
In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial Advisors, LLC writes that special purpose acquisition companies are raising record amounts of capital, but are they worthwhile...
In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial Advisors, LLC writes Bitcoin and other cryptocurrencies have posted stratospheric returns but also exhibit immense volatility-should savvy investors...
In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial Advisors, LLC writes conventional wisdom has it that one political party is better than the other when it...
In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial Advisors, LLC writes wise investors and financial planners can learn from the market crashes and rallies on 2020...
In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial Advisors, LLC writes it’s easy to panic in the midst of a pandemic, but investors must avoid portfolio...
In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial Advisors, LLC writes the remote work experience can work for financial advisors and their firms, but it requires...
In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial Advisors, LLC writes that to attract and retain women clients, CPA’s and financial advisors must account for the...
In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial Advisors, LLC writes that legislation aimed at revving up retirement savings in America offers new opportunities for employers,...
In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial Advisors, LLC writes finance professionals must invest in achieving their clients’ goals if they want to be their...