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Avantax Welcomes Newest Members of Senior Leadership Team

Avantax Welcomes Newest Members of Senior Leadership Team DALLAS – (Sept. 23, 2021) – Avantax®, a leader in tax-focused financial...
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Mid-Week Market Minute 09.22.21
Blog Markets

Mid-Week Market Minute 09.22.21

Major averages are firmly in negative territory for the month of September following Monday’s sharp sell-off. The S&P 500 index...
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Stories

Market Recap – Week Ending 09.17.21

Overview: Stock markets around the world traded lower last week as investors considered factors including ongoing concerns about the COVID-19...
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Roth Conversion – A Tax-Smart Retirement Strategy
Planning Stories

Roth Conversion – A Tax-Smart Retirement Strategy

If you’re approaching retirement, conventional wisdom recommends allowing your 401(k) savings to grow as long as possible to enjoy the...
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Mid-Week Market Minute 09.15.21
Blog Markets

Mid-Week Market Minute 09.15.21

Stocks in the U.S. traded lower this week as several lingering headwinds continued to weigh on investors. Despite lower-than-expected inflation...
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Market Recap – Week Ending 09.10.21
Blog Markets

Market Recap – Week Ending 09.10.21

Overview: Stock markets dropped last week as fears of slowing global economic growth and the ongoing Delta variant dragged down...
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Mid-Week Market Minute 09.08.21
Blog Markets

Mid-Week Market Minute 09.08.21

Stocks in the U.S. trended lower this week coming off the long Labor Day weekend as investors remain concerned about...
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Market Recap – Week Ending 09.03.21
Blog Markets

Market Recap – Week Ending 09.03.21

Overview: Stocks around the world finished higher last week, led by emerging markets (MSCI EM) up 3.4%. In the U.S.,...
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Mid-Week Market Minute 09.01.21
Blog Markets

Mid-Week Market Minute 09.01.21

The S&P 500 closed out its seventh consecutive month of gains on Tuesday after rallying more than 3% in August....
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Market Recap – Week Ending 08.27.21
Blog Markets

Market Recap – Week Ending 08.27.21

Overview: Global stocks rebounded last week, with the S&P 500 index ending the week 1.5% higher, driven by strong corporate...
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Avantax Completes Acquisition of Headquarters Advisory Group, LLC
News

Avantax Completes Acquisition of Headquarters Advisory Group, LLC

Avantax Completes Acquisition of Headquarters Advisory Group, LLC DALLAS – (Aug. 26, 2021) – Avantax℠, a leader in tax-focused financial...
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Mid-Week Market Minute – 08.25.21
Blog Markets

Mid-Week Market Minute – 08.25.21

On the heels of last week’s dip, stocks around the globe rebounded in early trading this week. Very little has...
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Market Recap – Week Ending 08.20.21
Blog Markets

Market Recap – Week Ending 08.20.21

Overview: Stocks around the world traded lower last week, as COVID-19 concerns continue and after the Federal Reserve indicated it...
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Determining Retirement Plan Investment Allocation
Planning Stories

Determining Retirement Plan Investment Allocation

Deciding how to invest your retirement plan balance can be difficult. Most retirement plans provide many investment options and choosing...
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YourAvantax 081121
Markets Podcast

YourAvantax 081121

View this month's podcast from Ivan Gruhl, Avantax Chief Investment Officer. Below are today's topics: COVID 19 – Making Progress...
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Mid-Week Market Minute 08.18.21
Blog Markets

Mid-Week Market Minute 08.18.21

EAFE (international index) lost about -1.50%. Despite the rather negative sentiment, it’s important to note as of Monday, the S&P...
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Market Recap – Week Ending 08.13.21
Blog Markets

Market Recap – Week Ending 08.13.21

Overview: Stock markets were generally higher last week as strong earnings and favorable economic data overcame COVID-19 Delta variant concerns....
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How to Handle the Death of a Loved One
Planning Stories

How to Handle the Death of a Loved One

Expected or not, managing issues that must be addressed following the death of a family member or friend can be...
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Mid-Week Market Minute 08.11.21
Blog Markets

Mid-Week Market Minute 08.11.21

U.S. stocks moved into positive territory for the week following softer than expected inflation data. Year-over-year CPI rose 5.4% compared...
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Market Recap – Week Ending 08.06.21
Blog Markets

Market Recap – Week Ending 08.06.21

Overview: Stocks around the world moved higher last week, with both U.S. and international equities about 1.0% higher. In the...
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