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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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Kyle Brownlee’s search to serve families
Stories

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...
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Avantax Wealth Management℠ Welcomes the Making Investing Personal Advisory & Tax Team with $90 Million in Client Assets
News

Avantax Wealth Management℠ Welcomes the Making Investing Personal Advisory & Tax Team with $90 Million in Client Assets

Avantax Wealth Management℠ Welcomes the Making Investing Personal Advisory & Tax Team with $90 Million in Client Assets Unique, multi-generational...
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Avantax Wealth Management Welcomes the Rozovics Group, LLP
News

Avantax Wealth Management Welcomes the Rozovics Group, LLP

Avantax Wealth Management Welcomes the Rozovics Group, LLP Unique, family-owned tax, accounting and financial advisory firm affiliates with Avantax citing...
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Blucora Closes Acquisition of HK Financial Services
News

Blucora Closes Acquisition of HK Financial Services

July 1, 2020 Company Increases Existing Credit Facility in Conjunction with Transaction IRVING, Texas, July 01, 2020 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ: BCOR),...
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Blucora Announces Proposed Add-on to Term Loan Facility
News

Blucora Announces Proposed Add-on to Term Loan Facility

June 17, 2020 IRVING, Texas, June 17, 2020 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ: BCOR), a leading provider of tax-smart financial solutions that empower...
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HKFS Joins Blucora
News

HKFS Joins Blucora

HK Financial Services is excited to announce we are officially part of Blucora. The acquisition announced earlier this year is...
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Market Recap – Week Ending 11/29/19
Blog Markets

Market Recap – Week Ending 11/29/19

Stocks ended the holiday-shortened week of Thanksgiving in positive territory despite increased U.S.-China trade risk.
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Market Recap – Week Ending 11/22/19
Blog Markets

Market Recap – Week Ending 11/22/19

U.S.-China trade relations continued to dominate markets last week. Stocks retreated from their multi-week rally, with the S&P 500 down about -0.3% for the week. 
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