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October 2019 – An Economic and Market Update
by larry on November 6, 2019 at 7:19 am
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It is Official: Avantax Wealth Management
by Steve Pollock on November 5, 2019 at 4:43 pm
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Important Year End Retirement Plan Deadlines
by Steve Pollock on October 16, 2019 at 7:02 pm
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Blucora to Rename Wealth Management Business Unit as Avantax Wealth Management
by Steve Pollock on September 16, 2019 at 5:45 pm
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August 2019 – A Mid-Quarter Update
by Steve Pollock on August 26, 2019 at 5:59 pm
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Welcome Baby Finn
by Steve Pollock on July 30, 2019 at 1:13 am
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July 2019 – An Economic and Market Update
by Steve Pollock on July 22, 2019 at 10:55 am
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Reason’s Top 10 Takeaways from the 2019 Tax Season
by Steve Pollock on May 6, 2019 at 3:38 pm
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April 2019 – An Economic and Market Update
by Steve Pollock on May 5, 2019 at 4:20 pm
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1st Global Ownership Change
by Steve Pollock on May 5, 2019 at 4:18 pm
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Planning for the Charitably Inclined
by Steve Pollock on January 28, 2019 at 3:17 pm
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The Fun Resolutions
by Steve Pollock on January 28, 2019 at 3:16 pm
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January 2019 – An Economic and Market Update
by Steve Pollock on January 28, 2019 at 3:12 pm
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4th Quarter of 2018 – Snapshot of the Financial Markets
by Steve Pollock on January 25, 2019 at 5:46 pm
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A Strong Economy or Looming Recession?
by Steve Pollock on December 8, 2018 at 12:01 am
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October 2018 – An Economic and Market Update
by Steve Pollock on October 29, 2018 at 8:04 pm
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Don’t be an Aretha Franklin and Neglect your Estate
by Steve Pollock on October 29, 2018 at 7:53 pm
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The Credit Freeze
by Steve Pollock on October 29, 2018 at 7:46 pm
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What to do with the Q?
by Steve Pollock on August 6, 2018 at 11:35 pm
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July 2018 – Economic and Market Update
by Steve Pollock on August 3, 2018 at 2:34 am
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2nd Quarter of 2018 – Snapshot of the Financial Markets
by Steve Pollock on July 25, 2018 at 4:31 am
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Take A Road Trip This Summer…You Will Have Fun…We Guarantee It
by Steve Pollock on May 3, 2018 at 5:17 pm
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Using a ROTH IRA for College Savings
by Steve Pollock on May 2, 2018 at 5:31 pm
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April 2018 – An Economic and Market Update
by Steve Pollock on April 27, 2018 at 8:42 pm
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January 2018 – An Economic and Market Update
by Steve Pollock on January 29, 2018 at 8:06 pm
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February 2018 – Tax Cuts and Jobs Act Update
by Steve Pollock on January 29, 2018 at 7:38 pm
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SPECIAL REPORT on the proposed Tax Reform
by avx020 on December 11, 2017 at 7:26 pm
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IDENTITY WARS: How to Protect Yourself Tips from a Professional IT Consultant
by avx020 on December 7, 2017 at 6:59 pm
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October 2017 – An Economic and Market Update
by avx020 on November 8, 2017 at 5:56 pm
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Who Let the Dogs In: You may have been greeted by a couple of furry faces.
by avx020 on November 8, 2017 at 4:19 pm
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3rd Quarter of 2017 – Snapshot of the Financial Markets
by avx020 on October 16, 2017 at 6:03 pm
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Three considerations to make before turning on Social Security
by avx020 on September 22, 2017 at 10:02 pm
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July 2017 – An Economic and Market Update
by avx020 on August 2, 2017 at 12:07 am
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2nd Quarter of 2017 – Snapshot of the Financial Markets
by avx020 on July 12, 2017 at 10:57 pm
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Summer Time is Here
by avx020 on June 21, 2017 at 10:27 pm
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April 2017 – An Economic and Market Update
by avx020 on June 14, 2017 at 4:52 pm
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First Quarter of 2017 – Snapshot of the Financial Markets
by avx020 on April 18, 2017 at 10:21 pm
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Estate Planning: 2017
by avx020 on April 17, 2017 at 6:07 pm
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January 2017 – An Economic and Market Update
by avx020 on January 22, 2017 at 4:05 pm
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Fourth Quarter of 2016 – Snapshot of the Financial Markets
by avx020 on January 22, 2017 at 3:47 pm
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Our Reason for being Thankful
by avx020 on November 23, 2016 at 3:59 am
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November 2016 – An End of Year Tax Update
by avx020 on November 1, 2016 at 3:44 am
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October 2016 – An Economic and Market Update
by avx020 on October 15, 2016 at 3:19 am
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Portfolio Review: The Science Of Investing
by avx020 on August 22, 2016 at 9:04 pm
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July 2016 – An Economic and Market Update
by avx020 on July 20, 2016 at 3:45 pm
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Every Summer Has a Story – Announcing the AIF® credential
by avx020 on June 15, 2016 at 3:47 pm
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Life Insurance Review
by avx020 on May 17, 2016 at 4:05 pm
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April 2016 – An Economic and Market Update
by avx020 on May 1, 2016 at 5:22 pm
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First Quarter of 2016 – Snapshot of the Financial Markets
by avx020 on April 19, 2016 at 5:28 pm
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The Story of Your Life
by avx020 on March 23, 2016 at 6:42 pm
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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, Matthew Anderson #0F21959.