Avantax’s Davin Carey Recognized by Forbes

Avantax Wealth Management’s Davin Carey Recognized by Forbes Among Top Wealth Advisors in California Oxnard-based senior wealth advisor joins Forbes’ Best-in-State Wealth Advisors, a ranking of top advisors in states across the country DALLAS – March 11, 2021 – Avantax Wealth Management℠ Financial Professional Davin Carey was named among the best advisors in California by […]

Mid-Week Market Minute 2.11.21

Global stocks moved higher this week as investors continued to evaluate positive earnings results, improving virus trends, and positive developments on the fiscal stimulus front. Traditionally riskier asset classes like small caps and emerging markets have led the way this year, up about 15% and 10% respectively. In Washington, the House voted to confirm the […]

Market Recap – Week Ending 01.29.21

Overview: Global stock markets declined last week as the Covid-19 pandemic continued to dominate the headlines. Vaccine rollout concerns continue, and investors remain in limbo given potential obstacles to President Biden’s latest $1.9 trillion stimulus plan. In the U.S., the S&P 500 Index fell -3.3% for the past week, with international developed and emerging markets […]

Steven Wilson’s journey to better serving clients

Steven Wilson’s journey to better serving clients My biggest clients to this day are the ones that I have done tax returns for years. They developed the confidence in me. They turn to me to help them with their financial planning. I now work on a holistic plan that goes throughout their lifetime, beyond just […]

Kyle Brownlee’s search to serve families

Kyle Brownlee’s Search to Serve Families This firm has a unique culture in that Financial Professionals truly care about each other and they’re willing to tell their story to help somebody else. I take a lot of pride in that. AVANTAX PRESENTS Kyle Brownlee’s Search to Serve Families Kyle Brownlee, CEO of Wymer Brownlee Wealth […]