- January 2021 – Economic and Market Updateby larry on January 20, 2021 at 3:49 pm
- The CARES Act 2.0by Steve Pollock on January 11, 2021 at 5:00 pm
- Proposition 19 – What Happens Now?by Steve Pollock on January 11, 2021 at 4:56 pm
- Q3 Market Reviewby Steve Pollock on November 2, 2020 at 4:48 pm
- Time To Voteby Steve Pollock on November 2, 2020 at 4:42 pm
- COVID Operations and Broker-Dealer Updateby Steve Pollock on November 2, 2020 at 4:39 pm
- October 2020 – Economic and Market Updateby Steve Pollock on November 2, 2020 at 4:19 pm
- LPL Financial and Merit Financial Group Welcome Reason Financialby Steve Pollock on October 8, 2020 at 7:37 pm
- The PPP Loan – an Updateby Steve Pollock on July 28, 2020 at 5:11 pm
- Effective communication is what makes us differentby Steve Pollock on July 28, 2020 at 5:04 pm
- July 2020 – An Economic and Market Updateby Steve Pollock on July 28, 2020 at 4:54 pm
- Q2 Quarterly Market Reviewby avx020 on July 15, 2020 at 7:40 pm
- 6 Quarantine Memes to Keep You Laughingby larry on April 30, 2020 at 5:08 pm
- Paycheck Protection Loan (PPP) Guidance – Now What?by Steve Pollock on April 29, 2020 at 3:44 pm
- Q1 Quarterly Market Reviewby Steve Pollock on April 29, 2020 at 3:42 pm
- April 2020 – An Economic and Market Updateby Steve Pollock on April 28, 2020 at 1:28 pm
- The CARES Act Webinarby Steve Pollock on April 13, 2020 at 10:39 pm
- Special Report – A CARES Act Updateby larry on March 31, 2020 at 4:54 pm
- Special Report – A Fourth Updateby larry on March 31, 2020 at 4:41 pm
- Special Report – A Third Updateby larry on March 20, 2020 at 7:10 pm
- Special Report – A Second Updateby Steve Pollock on March 9, 2020 at 7:19 pm
- The Coronavirus: A Mid-Quarter Updateby Steve Pollock on March 2, 2020 at 7:10 pm
- The ABC Testby Steve Pollock on February 7, 2020 at 12:29 pm
- The Highlights of 2019by Steve Pollock on February 2, 2020 at 3:51 pm
- January 2020 – An Economic and Market Updateby Steve Pollock on February 2, 2020 at 3:42 pm
- Understanding the Secure Actby Steve Pollock on January 30, 2020 at 12:08 am
- The SECURE Act for 401K & Business Ownersby Steve Pollock on January 22, 2020 at 4:09 pm
- Q4 Quarterly Market Reviewby Steve Pollock on January 22, 2020 at 4:06 pm
- The Setting Every Community up for Retirement Enhancement Act of 2019 (The Secure Act)by Steve Pollock on January 1, 2020 at 12:16 am
- October 2019 – An Economic and Market Updateby Steve Pollock on November 6, 2019 at 7:19 am
- It is Official: Avantax Wealth Managementby Steve Pollock on November 5, 2019 at 4:43 pm
- Q3 Quarterly Market Reviewby larry on October 31, 2019 at 3:37 pm
- Important Year End Retirement Plan Deadlinesby Steve Pollock on October 16, 2019 at 7:02 pm
- Blucora to Rename Wealth Management Business Unit as Avantax Wealth Managementby Steve Pollock on September 16, 2019 at 5:45 pm
- August 2019 – A Mid-Quarter Updateby Steve Pollock on August 26, 2019 at 5:59 pm
- July 2019 – An Economic and Market Updateby Steve Pollock on July 22, 2019 at 10:55 am
- Reason’s Top 10 Takeaways from the 2019 Tax Seasonby Steve Pollock on May 6, 2019 at 3:38 pm
- April 2019 – An Economic and Market Updateby Steve Pollock on May 5, 2019 at 4:20 pm
- 1st Global Ownership Changeby Steve Pollock on May 5, 2019 at 4:18 pm
- Planning for the Charitably Inclinedby Steve Pollock on January 28, 2019 at 3:17 pm
- The Fun Resolutionsby Steve Pollock on January 28, 2019 at 3:16 pm
- January 2019 – An Economic and Market Updateby Steve Pollock on January 28, 2019 at 3:12 pm
- 4th Quarter of 2018 – Snapshot of the Financial Marketsby Steve Pollock on January 25, 2019 at 5:46 pm
- A Strong Economy or Looming Recession?by Steve Pollock on December 8, 2018 at 12:01 am
- October 2018 – An Economic and Market Update
by Steve Pollock on October 29, 2018 at 8:04 pm
- Don’t be an Aretha Franklin and Neglect your Estateby Steve Pollock on October 29, 2018 at 7:53 pm
- The Credit Freezeby Steve Pollock on October 29, 2018 at 7:46 pm
- What to do with the Q?by Steve Pollock on August 6, 2018 at 11:35 pm
- July 2018 – Economic and Market Updateby Steve Pollock on August 3, 2018 at 2:34 am
- 2nd Quarter of 2018 – Snapshot of the Financial Marketsby Steve Pollock on July 25, 2018 at 4:31 am
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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory ServicesSM. All other investment management and financial planning services are offered through Reason Financial. Reason Financial and Avantax Advisory Services are unaffiliated entities. We currently have individuals licensed to offer securities in the states of Alabama, California, Colorado, Florida, Hawaii, Illinois, Iowa, Louisiana, Maine, Massachusetts, Michigan, Minnesota, Nevada, New Mexico, New York, Oklahoma, Oregon, South Dakota, Texas, Virginia, and Washington. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc. CA Insurance Steven W. Pollock #OE98073, Sean P. Storck #OF25995, Nicole Albrecht #0F99962.