The Archives

Firm Offers Tax-Smart Planning & Investing Strategies to Advisors and the Clients They Serve September 16, 2019—Earlier this year, our firm’s wealth management support and services provider, 1st Global, was purchased by Blucora, Inc., a leading provider of technology enabled solutions to consumers, small businesses and tax professionals. Blucora plans to unify its two wealth…

Acquisition of 1st Global, our Wealth Management Partner, by Blucora Dear Valued Client, Significant news from our wealth management partner, 1st Global, was released recently. The company entered into an agreement to be acquired by Blucora, Inc., a leading provider of technology enabled solutions to consumers, small businesses and tax professionals, and there are some…

The Tax Cuts and Jobs Act signed into law last Christmas and effective for 2018 presents us with a new set of planning opportunities. We have identified two cohorts of taxpayers for whom the law change can potentially provide benefits with the right planning: those who give a lot of money to charity and those…

The calendar has turned over and I am sure we each reached saturation on making resolutions and hearing about other people’s resolutions. I do not want to bore you with what those of us at Reason Financial have decided are our personal goals in regards to the big three of fitness, food and financial. We…

Fall is in the air and Thanksgiving is around the corner. We use this time of year to remind ourselves to take a look and be thankful for what we have worked for, built and created up to this point in our lifetime. Financially speaking, this accumulation of wealth and valuables is collectively known as…

Last summer we shared with you the extent of the Equifax data breach and the impact it had on 143 million American consumers whose personally identifiable information was stolen. The trend continues and in 2018 alone, several retailers from K-Mart to Sax Fifth Avenue have reported compromised customer data. Even social media giant Facebook was…

If you have lived in San Diego for any amount of time, you likely have memories from “The Q.” The building, built in 1967 and originally called Jack Murphy Stadium after a local sports writer that rallied public support for its construction, has been host to Padres, Aztec and Charger games along innumerable concerts, amateur…

May is here and Summer is just around the corner. Now is the perfect time to start planning a road trip to explore this great country of ours and see sights you have never seen before, or perhaps visit some old favorites. With some patience and some planning, you can have an incredible time even…

Let’s face it, the importance of a college education in today’s society is no big secret. In 2017, some 20.4 million students attended American colleges and universities, an increase of about 5.1 million since fall 2000[i]. There has been a 30% increase in college attendance from 2000 to today. And as the law of supply…

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 and a part of our…