Gregory Reynolds - Investment Adviser Representative

05/25/2026

05/13/2026

Attended the Perris Union High School District's health benefits fair last week and
enjoyed sharing our expertise with the staff to help educate them on how their CalSTRS/CalPERS pensions and 403(b) plans work together.

Was a pleasure catching up with existing clients and meeting their colleagues as well.
We are looking forward to attending the next event with the Romoland School District on Wednesday 5/20!

05/10/2026

There is no love like a mother's love. Wishing all mothers a relaxing and beautiful Mother's Day. Enjoy your time celebrating!

04/20/2026

It's vital to teach kids how to manage money, and is a great reminder. Start building a base that will benefit your children both now and later.

03/17/2026

Wishing you a bit of luck and good fortune today.

03/04/2026

Homeownership can bring added considerations during tax season.

As the IRS begins accepting 2026 tax returns, homeowners may be reviewing whether to itemize deductions or take the standard deduction. Depending on individual circumstances, certain expenses tied to owning a home may still be eligible for tax treatment under current rules, including mortgage interest and property-related costs.

Because tax situations vary, it may be helpful to review what applies to you before filing.

If you have questions about how these items show up in your overall financial picture, feel free to reach out. For specific tax guidance, it’s best to connect directly with your qualified tax professional. I’m happy to coordinate with them to ensure your financial strategy is aligned.



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It will mostly be business as usual for homeowners this tax season. However, new changes introduced under the "big, beautiful bill" may affect how they file.

02/28/2026

Excess cash represents opportunity, not just luxury. Whether it's boosting investments, reducing debt, or making tax-smart moves, you can leverage surplus funds to make strides toward your goals.

01/22/2026

A new Realtor.com analysis indicates that home prices may decline in 22 of the 100 largest U.S. cities in 2026, with most of the projected decreases concentrated in the South and West. Seven of the eight largest cities in Florida are expected to see price drops, with the Cape Coral–Fort Myers area forecast to fall 10.2%, the steepest decline in the country.

The North Port–Sarasota–Bradenton region is projected to follow with an 8.9% decline. These metros saw significant demand during the pandemic boom, and rising inventory and more balanced conditions are now contributing to softer price expectations.

While 22 cities are slated for declines, prices in the remaining large metropolitan areas are still expected to rise, albeit modestly, with a median increase of approximately 4%. The report also notes a potential uptick in existing-home sales, which are projected to reach 4.13 million in 2026.

A new report from Realtor.com projects that the housing market will shift in a more buyer-friendly direction in 2026.