Steve Pollock

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 … Continued

EXECUTIVE SUMMARY Markets have performed very well this year which seems to have brought out the recession forecasters, stick to your plan and avoid the noise.  Congress is currently mulling over two bills which will significantly impact retirement planning in the long run, The SECURE Act (House), RESA (Senate) There is likely a low risk … Continued

This tax season was one for the record books. It seemed like the question on the mind of everyone was, “How did the tax reform impact me?” Data provided by the IRS through 04/12/19 of this year provides us with some interesting information which we would love to share with you. We also have our … Continued

EXECUTIVE SUMMARY  Stocks have reclaimed most of the losses of the 4th Quarter of 2018 with all asset classes participating in the march up as deteriorating global economic conditions seem to have stabilized. The disparity between interest rates available for cash saving options are broad and represent a great planning opportunity at this time. Global … Continued

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 … Continued

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 … Continued

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 … Continued

Executive Summary Stock markets posted their worst December since the Great Depression turning the markets negative on the year. The global economy is taking a bit of a hit with indications of slowing in multiple advanced and developing economies across the globe. The government shutdown, now in its 6th week, will slow or wipe out … Continued

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a quarterly topic.