Reason Financial

“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

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

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

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

Welcome to your new Paycheck Protection Loan (PPP). Now what? We have provided more details below but let us start by highlighting the most important guidelines to follow to ensure you are on track to qualify for forgiveness. 1. Ensure you have payroll wages of at least 75% of the