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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...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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Flying Without a Net
Blog Planning

Flying Without a Net

If you’re like many Americans, 2020 has taken a bite out of your savings, but even if you were lucky...
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Is Your  Business Protected?
Blog Planning

Is Your Business Protected?

As a business owner, there’s risk involved in building and growing the business. Risk comes in various stages of the...
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Market Recap – Week Ending 01.29.21
Stories

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,...
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Mid-Week Market Minute 01.27.21
Markets

Mid-Week Market Minute 01.27.21

Stocks were lower in early trading this week as investors mull over a plethora of earnings, vaccine developments, and progress...
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Market Recap – Week Ending 01.22.21
Blog Markets

Market Recap – Week Ending 01.22.21

Overview: Stocks around the world were higher last week, led by emerging markets (MSCI EM), up 2.6%. Here in the U.S.,...
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Medicare Changes in 2021
Blog Planning

Medicare Changes in 2021

What 2021 Means For Your Medicare Payments For those of you updating your budgets for 2021, we’re providing an overview...
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Mid-Week Market Minute 01.20.21
Markets

Mid-Week Market Minute 01.20.21

Stocks both domestically and abroad traded higher this week leading up to the inauguration of President Joe Biden. Markets have...
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Market Recap – Week Ending 01.15.21
Blog Markets

Market Recap – Week Ending 01.15.21

Overview: The market narrative continued last week with investors weighing the potential benefits of fiscal stimulus against the extended lockdowns...
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Financial Planning: What is Your Picture?
Blog Planning

Financial Planning: What is Your Picture?

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few goals that...
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Mid-Week Market Minute 01.13.21
Markets

Mid-Week Market Minute 01.13.21

Stocks around the globe were mixed in early trading this week as investors remained cautious amidst a whirlwind of political...
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HK Financial Services Rebrands as Avantax Planning Partners
News

HK Financial Services Rebrands as Avantax Planning Partners

HK Financial Services Rebrands as Avantax Planning Partners, Keeping the Same Powerful Value Proposition for Accounting Firms Avantax Planning Partners℠...
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Steven Wilson’s journey to better serving clients
Stories

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...
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