Reason Financial

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…

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…

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…

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…

“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.…

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…

Humor in the face of challenges seems to one thing that defines us as humans. So, as our lives have been upended, two things have taken place: (1) we’ve found ourselves eternally grateful for those on the front lines helping us get through this pandemic and (2) we make memes. Some of these memes have…

In 2019, the Governor signed AB 5. Under AB 5, most workers are presumed to be employees for purposes of the Labor Code, the Unemployment Insurance Code, and for most wage orders of the Industrial Welfare Commission unless a hiring entity satisfies a three-factor test, referred to as the ABC test. This means that many…