Posts by Steve Pollock
Take Me Out with the Crowd
By Tanya T. Nguyen The 2021 baseball season is now in full swing! Petco Park has thrown open their gates for max capacity and the Padres are hoping to make it to the World Series (hold your laughter, please). It definitely looks “batter” on the other side as we start loosening business restrictions across California…
Read MoreWhat is a fiduciary?
If you’re getting financial advice, fiduciary is one of the most important words for you to know… but it may not be as important as the word trust. By the end of this article, we hope you understand why. At Reason Financial we’re held to the fiduciary standard on multiple levels. That means we look…
Read MoreAdvance Child Tax Credit Payments
Tax Filing Update Pursuant to the changes set forth in The American Rescue Plan, the Department of Treasury will be automatically issuing advance payments of the Child Tax Credit to eligible taxpayers beginning July 15th 2021. Here is what you should know: For tax year 2021 the Child Tax Credit (CTC) has been increased to…
Read MoreJuly 2021 – Economic and Market Update
Executive Summary A little bit of fear, but a lot of good, comes from being invested right now. Predicting the future is a fickle thing, but a common concern is that the U.S. will go the way of Japan with the amount of debt we are taking on as a percentage of GDP. The government…
Read MoreApril 2021 – Economic and Market Update
Executive Summary Markets are responding well to vaccination progress and consumers are returning to more normal behavior. Inflation is a real thing, but something we have not experienced significantly in a long time. As such, it appears to be misunderstood and a bit too feared. The start of 2021 has seen its fair share of…
Read More13 Minutes To The Moon – The Apollo 11 Story
It is not everyday that you come across something worthy of bringing the attention of others to. The next show to stream or movie to watch or book to read is so often a matter of taste more than anything else. However, occasionally something comes along that hits all the right buttons. That something is…
Read MoreJanuary 2021 – Economic and Market Update
Executive Summary Despite all the turmoil markets ended 2020 substantially above the intra-year lows. It is easy to conflate politics and market performance in our minds. The reality is far more mundane with positive market performance no matter the political leadership scenario. Fiscal and monetary stimulus does influence the markets, and we have that in…
Read MoreThe CARES Act 2.0
Please note that the information below is subject to change at any time by further guidance from the IRS and Treasury or further legislation from Congress. The content provided herein is based on our interpretation of the CARES Act and is not intended to be legal advice or provide a tax opinion. This document is…
Read MoreProposition 19 – What Happens Now?
Proposition 19 passed during the 2020 election by a slim 2.2% margin. This Proposition, which changes parts of Proposition 13 and Proposition 58, affects the way we currently pass appreciated property down to our heirs and presents a planning opportunity for many Californians. Real estate in California is taxed based on assessed value rather than…
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