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 … Continued
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 … Continued
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 … Continued
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 … Continued
Just in case you didn’t know … time to vote !!! Voting feels a lot less ritualistic this year with the mail-in balloting, but that does not diminish the weight of our civic responsibility. The opportunity to find a smattering of humorous “voting in the time of Covid” memes will be passed by out of … Continued
Office Status We are up and running, as well as anyone can be, in accordance with the health protocols passed down by both the State of CA and San Diego County. We continue to encourage teleconference and web conference versus an in-person meeting, but we can certainly meet in person when that is required. We … Continued
“We feel LPL’s robust and flexible wealth management platform will be a large value-add for our clients.” Steve Pollock LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that Reason Financial has joined LPL Financial’s broker-dealer and hybrid RIA platform, leveraging LPL as a custodian. … Continued
A lot has changed since our initial blog post on the Paycheck Protection Program that was signed into law on March 27, 2020. In order to give you the most up-to-date information, I am going to touch on the most important updates in this article and provide trusted resources for you to research further. Here … Continued
As we enter the second part of the year many of us are now settled into our new normal. In these past few months, video conferencing technology has emerged as the unsung hero to keep us connected both professionally and personally. Zoom meetings have run the gamut of possibilities including everything from family reunions, art classes, wine tasting, game nights, and … Continued