Posts by Steve Pollock
January 2025 – Economic and Market Update
Markets ended 2024 up on the year across all major asset classes; 2025 looks setup for solid economic growth that may not live up to growth expectations.
Read MoreDry January? – Drinking in Moderation
What in the BOI is going on?
The Ever-Changing Landscape of the Corporate Transparency Act In the realm of regulatory compliance, change is often the only constant. This has proven true once again as the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act (CTA) face yet another suspension. Here’s what you need to know about this latest development and…
Read MoreLifting Up Los Angeles
Lifting Up Los Angeles: How You Can Support Wildfire Recovery As residents of San Diego, our hearts go out to our neighbors in Los Angeles affected by the recent devastating wildfires. We are reminded that true wealth extends beyond financial assets to include acts of generosity, as these acts not only uplift those in need…
Read MoreOctober 2024 – Economic and Market Update
EXECUTIVE SUMMARY Stock indices are high and returns across all major asset classes are positive this year. Market volatility spikes when the incumbent party loses the White House, but who is the incumbent? Forward returns are not looking overly optimistic; check your risk and take your gains if your goals have changed. Markets just keep…
Read MoreFast Food Chart for Fun
SpaceX Chopsticks
If You Haven’t Seen It Yet, You’re Going to Want To: Rocket Caught by “Chopsticks” On October 13, 2024, SpaceX made aerospace history by capturing its Super Heavy booster mid-air with the launch tower’s “chopsticks” arms. This breakthrough reusability maneuver demonstrates a new era in cost-efficient, sustainable space exploration. Haven’t seen it yet? Check out…
Read MoreReason Election Economics
Decoding the election economy When politicians hit the campaign trail, their first talking point tends to be the economy. Yet, despite the talking points you’re likely to hear, the U.S. economy doesn’t fluctuate dramatically based on who’s in the Oval Office. Here’s what the data has to say about how the U.S. economy has performed…
Read MoreImportant Year End Retirement Plan Deadlines
Keeping on top of deadlines is challenging, especially with frequent tax law changes. Below are the key retirement-related deadlines for the 2025 tax year. As always, please reach out with any questions on how these dates apply to your specific circumstances. Retirement Account Deadlines for 2025 Deadline to Contribute to 401(k) and Other Defined Contribution…
Read MoreTake Me Out to the Ballgame: Our Reason for the Love of Baseball
As an office teeming with baseball enthusiasts, the appeal of heading out to the ballpark is a universal sentiment here. Whether you’re a fan of the Padres, Dodgers, Cubs, Giants, Yankees, Twins, or Red Sox, like those of us at Team Reason, there’s no denying the joy of experiencing a game live. But what makes…
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