Latest News
Avantax Welcomes Legacy Capital Advisors, LLC
04/07/2021
Avantax Welcomes Legacy Capital Advisors, LLC Atlanta-based firm with $126 million[1] in total client assets DALLAS – (April 7, 2021)...
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Avantax Acquires GuideVine Technologies, Inc.
03/30/2021
Avantax Acquires GuideVine Technologies, Inc. Lead-generation and marketing platform to further enhance organic growth opportunities DALLAS – (March 30, 2021) –...
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Market Recap – Week Ending 03.26.21
03/29/2021
Market Recap - Week Ending 3.26.21 Overview: Stocks across the globe were mixed last week, with international equities negative while...
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Mid-Week Market Minute 3.24.21
03/25/2021
Stocks across the globe were generally lower this week but remain firmly in positive territory for the year. Over the...
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Weekly Market Recap 3.19.21
03/22/2021
Weekly Market Recap 3.19.21 Overview: Stocks across the globe were generally lower last week, but remain firmly in positive return territory for...
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Just What is an Investment Adviser Anyway?
03/18/2021
Just What Is An Investment Adviser? Before hiring an investment adviser, it’s important to understand what kind of services they...
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Mid-Week Market Minute 3.17.21
03/18/2021
All eyes were on the Federal Reserve this week as the central bank concluded its meeting on Wednesday. As expected,...
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Avantax Wealth Management Further Strengthens Leadership Team
03/18/2021
Avantax Wealth Management Further Strengthens Leadership Team Three industry veterans join Senior Leadership Team to drive strategy and continue value...
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Market Recap – Week Ended 03.12.21
03/15/2021
Market Recap - Week Ended 03.12.21 Overview: Stocks were higher across the globe last week as fiscal and monetary stimulus continued...
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Traditional IRA or Roth IRA
03/12/2021
Understanding the Difference Between Traditional and Roth IRAs The most significant difference between Traditional IRAs and Roth IRAs is that...
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Mid-Week Market Minute 3.10.21
03/11/2021
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...
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Avantax’s Davin Carey Recognized by Forbes
03/11/2021
Avantax Wealth Management’s Davin Carey Recognized by Forbes Among Top Wealth Advisors in CaliforniaOxnard-based senior wealth advisor joins Forbes’ Best-in-State...
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Weekly Market Recap 02.26.21
03/01/2021
Overview: Stocks were volatile across the globe last week. Interest rates continued to rise, as investors weigh both inflation risks and...
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IRS extends April 15 and other upcoming deadlines, provides other tax relief for victims of Texas winter storms
02/26/2021
IRS extends April 15 and other upcoming deadlines, provides other tax relief for victims of Texas winter storms Victims of...
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Mid-Week Market Minute 02.24.21
02/25/2021
Stocks around the globe were mostly lower this week following the conclusion of Federal Reserve Chair Jerome Powell’s semi-annual testimony...
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Does your retirement plan align with your retirement goals?
02/24/2021
Does your retirement plan align with your retirement goals? Retirement is one of the biggest milestones in one’s life, yet...
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Market Recap – Week Ending 02.19.21
02/22/2021
Overview: Stocks were mixed across the globe, finishing the week close to even, as investors weigh inflation concerns that have...
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Mid-Week Market Minute 02.17.21
02/19/2021
Stocks were mixed in early trading this week as investors absorbed key economic data amid mounting concerns around inflation pressures....
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Market Recap – Week Ending 02.12.21
02/15/2021
Overview: Stocks were positive across the globe last week, supported by falling coronavirus infections and optimism around progress with the proposed...
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Mid-Week Market Minute 2.11.21
02/11/2021
Global stocks moved higher this week as investors continued to evaluate positive earnings results, improving virus trends, and positive developments...
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