Latest News

News

Avantax Welcomes Legacy Capital Advisors, LLC

Avantax Welcomes Legacy Capital Advisors, LLC Atlanta-based firm with $126 million[1] in total client assets DALLAS – (April 7, 2021)...
Read More
News

Avantax Acquires GuideVine Technologies, Inc.

Avantax Acquires GuideVine Technologies, Inc. Lead-generation and marketing platform to further enhance organic growth opportunities DALLAS – (March 30, 2021) –...
Read More
Market Recap – Week Ending 03.26.21
Blog Markets

Market Recap – Week Ending 03.26.21

Market Recap - Week Ending 3.26.21 Overview:  Stocks across the globe were mixed last week, with international equities negative while...
Read More
Mid-Week Market Minute 3.24.21
Markets

Mid-Week Market Minute 3.24.21

Stocks across the globe were generally lower this week but remain firmly in positive territory for the year. Over the...
Read More
Weekly Market Recap 3.19.21
Blog Markets

Weekly Market Recap 3.19.21

Weekly Market Recap 3.19.21 Overview: Stocks across the globe were generally lower last week, but remain firmly in positive return territory for...
Read More
Just What is an Investment Adviser Anyway?
Planning

Just What is an Investment Adviser Anyway?

Just What Is An Investment Adviser? Before hiring an investment adviser, it’s important to understand what kind of services they...
Read More
Mid-Week Market Minute 3.17.21
Markets

Mid-Week Market Minute 3.17.21

All eyes were on the Federal Reserve this week as the central bank concluded its meeting on Wednesday. As expected,...
Read More
News

Avantax Wealth Management Further Strengthens Leadership Team

Avantax Wealth Management Further Strengthens Leadership Team Three industry veterans join Senior Leadership Team to drive strategy and continue value...
Read More
Market Recap – Week Ended 03.12.21
Blog Markets

Market Recap – Week Ended 03.12.21

Market Recap - Week Ended 03.12.21 Overview: Stocks were higher across the globe last week as fiscal and monetary stimulus continued...
Read More
Traditional IRA or Roth IRA
Planning

Traditional IRA or Roth IRA

Understanding the Difference Between Traditional and Roth IRAs The most significant difference between Traditional IRAs and Roth IRAs is that...
Read More
Mid-Week Market Minute 3.10.21
Markets

Mid-Week Market Minute 3.10.21

Mid-Week Market Minute 3.10.21 Stocks in the U.S. staged an impressive rally this week as tech shares bounced back from their...
Read More
Stories

Avantax’s Davin Carey Recognized by Forbes

Avantax Wealth Management’s Davin Carey Recognized by Forbes Among Top Wealth Advisors in CaliforniaOxnard-based senior wealth advisor joins Forbes’ Best-in-State...
Read More
Weekly Market Recap 02.26.21
Blog Markets

Weekly Market Recap 02.26.21

Overview: Stocks were volatile across the globe last week. Interest rates continued to rise, as investors weigh both inflation risks and...
Read More
Blog

IRS extends April 15 and other upcoming deadlines, provides other tax relief for victims of Texas winter storms

IRS extends April 15 and other upcoming deadlines, provides other tax relief for victims of Texas winter storms Victims of...
Read More
Mid-Week Market Minute 02.24.21
Markets

Mid-Week Market Minute 02.24.21

Stocks around the globe were mostly lower this week following the conclusion of Federal Reserve Chair Jerome Powell’s semi-annual testimony...
Read More
Does your retirement plan align with your retirement goals?
Blog Planning

Does your retirement plan align with your retirement goals?

Does your retirement plan align with your retirement goals? Retirement is one of the biggest milestones in one’s life, yet...
Read More
Market Recap – Week Ending 02.19.21
Blog Markets

Market Recap – Week Ending 02.19.21

Overview: Stocks were mixed across the globe, finishing the week close to even, as investors weigh inflation concerns that have...
Read More
Mid-Week Market Minute 02.17.21
Markets

Mid-Week Market Minute 02.17.21

Stocks were mixed in early trading this week as investors absorbed key economic data amid mounting concerns around inflation pressures....
Read More
Market Recap – Week Ending 02.12.21
Blog Markets

Market Recap – Week Ending 02.12.21

Overview: Stocks were positive across the globe last week, supported by falling coronavirus infections and optimism around progress with the proposed...
Read More
Mid-Week Market Minute 2.11.21
Stories

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...
Read More
1 2
Categories

Select list(s) to subscribe to


By submitting this form, you are consenting to receive marketing emails from: Avantax, 3390 Asbury Road, Dubuque, IA, 52002, http://www.avantax.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact