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Invest with Steve!

Financial Planner | Financial Advisor | La Verne, CA |San Dimas, CA|Glendora, CA| Claremont, CA | West Covina, CA| Covina, CA| Brea, CA| Pomona, CA | Upland, CA Reh Wealth Advisors

Stephen Reh CFA® MBA CFP®

I love helping people reach their financial and investment goals. Call me today at 909-518-2134 to setup a free no obligation 1 hour consultation.

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Tax Planning

With tax planning, we are looking at strategies that can help grow your net worth.  We work with your CPA or tax preparer on strategies that can help you save money.

Common techniques and reviews we do:

  1. Do you have taxable and tax advantaged accounts?  Are you building an effective overall portfolio by placing tax inefficient such as taxable bonds and REITs investment in your tax advantaged accounts?  Are your investments subject to long-term capital gains located in taxable accounts?
  2. Do you make charitable donations?  Are you giving cash or are your giving appreciated property such as stocks, ETFs, and mutual funds avoid paying capital gains tax but reaping the full charitable write-off?
  3. Are you harvesting paper capital losses to have available in future years when you may be facing capital gains?
  4. Are you utilizing donor advised funds to be able to take large writeoffs for charitable donations in high income years and pay the charities over time?
  5. Are you taking advantage of tax advantaged employee benefits such as 401ks or profit sharing plans?  If you are self-employed are you taking advantage of tax advantaged retirement plans available to you

 

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    Our Most Recent Financial Articles

    2022 May Stock Market Drop

    The S&P500 has not hit the “20%” mark for a market correction but we have hit 14% drop since our last market high for the year. I wanted to provide you some analysis and commentary but ultimately we will want to remain patient and not attempt to time the stock market. Early in the Year […]

    SBA EIDL Updates

    THE SBA HAS RELEASED THE FOLLOWING UPDATES (PLEASE NOTE ALL THAT FOLLOWS IS FROM THE SBA). On March 29, 2020, following the passage of the CARES Act, the SBA provided small business owners and non-profits impacted by COVID-19 with the opportunity to obtain up to a $10,000 Advance on their Economic Injury Disaster Loan (EIDL). […]

    Small Business Help – EIDL and PPP

    There are two programs for small business owners, the EIDL loan/grant and the PPP (payment protection plan) loan. Both offer assistance for small businesses. Information is coming out rapidly and the details do seem to be changing slightly as it comes out. EIDL – Economic Injury Disaster Loan This loan is taken out directly from […]

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    Invest With Steve!

    Stephen Reh CFA® MBA CFP®
    Reh Wealth Advisors LLC
    466 W Arrow Hwy Unit K
    San Dimas, CA 91773
    Mobile:909.518.2134
    Office:909.962.8023
    steve@investwithsteve.com


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    Reh Wealth Advisors LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Reh Wealth Advisors LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Reh Wealth Advisors LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.


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