Latest 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)...
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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) –...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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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...
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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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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
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?
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
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
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
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
Global stocks moved higher this week as investors continued to evaluate positive earnings results, improving virus trends, and positive developments...
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