Executive Summary Stock concentration in the S&P 500 is leading us to make changes in how we allocate between passive and active management. Supply chain delivery times are a good indicator of the path of inflation; businesses are taking notice and expressing lengthened expectations on normalization of their supply chain. Job growth missed expectations again … Continued
Retirement planning is one of the most fundamental parts of our job. In order to build you the best possible plan, we want you to understand the basics of the different types of retirement accounts. This can help you share information with us. It can also help you understand the “how” and “why” of the … Continued
This is such an honor to be asked to share my thoughts about my experience as a remote employee. I know working remotely for many of us has been very difficult during this pandemic. For me, it has been life as usual. I’ve been doing this for over four years now. The Reason Financial team … Continued
TAX UPDATE FOR CALIFORNIA BUSINESS OWNERS Elective Passthrough Entity Tax For 2021 through 2025 taxable years, a qualified S-Corporation or Partnership that is doing business in California may elect to pay a pass-through entity tax equal to 9.3% of its qualified net income. This change allows California pass-through entities to take a deduction for the … Continued
I was living in Long Island, New York on the unforgettable morning of September 11, 2001, when my life changed forever, in an unexpected way. The events of that day inspired many men and women to put the needs of their country first and join the military, including my friend Lenny. Lenny has since been … Continued
Hoboken Pizza & Beer: How this local institution’s community ties helped them survive the pandemic. As Pacific Beach locals, one of Reason Financial’s go-to joints in the area is Hoboken Pizza & Beer. This San Diego institution not only serves up some of the best slices in town, but they have been a staple … Continued
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 … Continued
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 … Continued
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 … Continued
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 … Continued