The Story of Your Life
THE STORY OF YOUR LIFE
All the art of living lies in a fine mingling of letting go and holding on.
– Henry Ellis
We recently had one of those moments when life asks you to break away and take stock of that “fine mingling”. Our very own Steve Pollock welcomed a new addition to his family – a beautiful baby girl.
We came upon the following video at a conference this past year. It speaks to this moment and gives us reason to pause and reflect on the true purpose of life. We would like to share it with you now.
Living with purpose requires engagement in reconciling the forces which enhance our lives with those that merely serve to distract. The mastery of learning what to hold on to and what to let go of is an art which Henry Havelock Ellis more eloquently shared in his famous quote.
As you give focus to your “art of living”, our purpose at Reason Financial is to enable you to make a lifetime of rational, informed, and well-reasoned financial decisions. We are fortunate to work with you, and appreciate being part of Your Reason. Thank you.
From all of us at Reason Financial
Securities offered through 1st Global Capital Corp., Member FINRA and SIPC. Bruce Rawdin-Baron, Steven W. Pollock, Sean Storck and Nicole Albrecht are Registered Representatives of 1st Global Capital Corp. Investment advisory services, including RBFI portfolios offered through Rawdin-Baron Financial, Inc. IMS platform accounts offered through 1st Global Advisors, Inc. Rawdin-Baron Financial, Inc. and 1st Global Capital Corp. are unaffiliated entities. Rawdin-Baron Financial, Inc. is a Registered Investment Adviser. Placing business through 1st Global Insurance Services. Registration does not imply a certain level of skill or training. We currently have individuals licensed to offer securities in the states of Arizona, California, Illinois, Indiana, Kansas, Massachusetts, Michigan, New York, Oregon and Washington. This is not an offer to sell securities in any other state or jurisdiction. CA Department of Insurance License: Bruce Rawdin-Baron #0736631, Steven W. Pollock #OE98073, Sean Storck #0F25995 and Nicole Albrecht #0F99962.
Disclosure
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any company names noted herein are for educational purposes only.
All information is believed to be from reliable sources; however we make no representation as to its completeness or accuracy. All economic and performance data is historical and not indicative of future results. Market indices discussed are unmanaged. Investors cannot invest in unmanaged indices. Additional risks are associated with international investing, such as currency fluctuations, political and economic instability and differences in accounting standards.
Investing in securities in emerging markets involves special risks due to specific factors such as increased volatility, currency fluctuations and differences in auditing and other financial standards. Securities in emerging markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.
An index is a statistical measure of change in an economy or a securities market. In the case of financial markets, an index is an imaginary portfolio of securities representing a particular market or a portion of it. Each index has its own calculation methodology and is usually expressed in terms of a change from a base value. Thus, the percentage change is more important than the actual numeric value. An investment cannot be made directly into an index.
Investing in fixed income securities involves credit and interest rate risk. When interest rates rise, bond prices generally fall. Investing in commodities may involve greater volatility and is not suitable for all investors. Investing in a non-diversified fund that concentrates holdings into fewer securities or industries involves greater risk than investing in a more diversified fund. The equity securities of small companies may not be traded as often as equity securities of large companies so they may be difficult or impossible to sell. Neither diversification nor asset allocation assure a profit or protect against a loss in declining markets. Past performance is not an indicator of future results.
Financial Planning offered through Reason Financial, a state Registered Investment Advisor. Investment advice offered through Merit Financial Group, LLC an SEC Registered Investment Advisor. Merit Financial Group and Reason Financial are separate entities. Tax related services offered through Reason Tax Group. Reason Tax Group is a separate legal entity and not affiliated with Merit Financial Group, LLC. Sean P. Storck CA Insurance Lic#OF25995 and Steven W. Pollock CA Insurance Lic#OE98073
Copyright © 2026 Reason Financial all rights reserved.
Continue Reading
2nd Quarter 2026 – Economic and Market Update
Q1 2026 in review: oil shock, S&P 500 down 4.3%, commodities up 24.4%, the cease-fire that became a blockade — and the planning moves that matter most coming out of a quarter like this one.
It’s Now More Common To Have A Baby In Your Thirties Than In Your Twenties
DisclosureThis material is for general information only and is not intended to provide specific advice or recommendations for any individual.…
When Does Refinancing Actually Make Sense? A 2026 Reality Check
If you locked in a mortgage at 7% or higher in 2023 or 2024, you’ve probably been watching rates with…