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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
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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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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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