Latest News

Mid-Week Market Minute 01.19.22
Blog Market Updates

Mid-Week Market Minute 01.19.22

Global stocks have had a volatile start to the year, hurt by economic disruptions from Omicron, risks to company profits...
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Market Recap – Week Ending 01.14.21
Blog Market Updates

Market Recap – Week Ending 01.14.21

Overview:  Stocks were mixed across the globe last week, led by emerging markets (MSCI EM) up 2.6%.  In the US,...
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Mid-Week Market Minute 01.12.22
Blog Market Updates

Mid-Week Market Minute 01.12.22

Stocks rallied in early trading this week as investors weighed comments from Federal Reserve Chair Jerome Powell. During his nomination...
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Market Recap – Week Ending 01.07.21
Blog Market Updates

Market Recap – Week Ending 01.07.21

Markets: Stocks are lower this morning after trading down in the first week of the year. Worries about surging COVID-19 contagion and...
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Financial Planning

Your 4% Withdrawal Strategy May Not Be Enough

Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry...
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Mid-Week Market Minute 01.05.22
Blog Market Updates

Mid-Week Market Minute 01.05.22

Stocks in the U.S. were little changed in the first few days of trading this week as investors await the...
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Mid-Week Market Minute 12.22.21
Blog Market Updates

Mid-Week Market Minute 12.22.21

Stocks in the U.S. were in positive territory mid-week following Tuesday’s strong rebound. For the week, the S&P 500 is...
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Avantax® News

Avantax Works with the SEC to Settle 1st Global Regulatory Matter

Avantax Works with the SEC to Settle 1st Global Regulatory Matter DALLAS – (December 20, 2021) – Avantax® reported today...
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Market Recap – Week Ending 111921
Blog Market Updates

Market Recap – Week Ending 111921

Overview: Stocks around the world ended an uneven week of trading with mixed returns, as international stocks fell and U.S....
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How the Child Tax Credit Payments Could Impact Your 2021 Tax Return
Financial Planning

How the Child Tax Credit Payments Could Impact Your 2021 Tax Return

If you are one of the millions of American taxpayers receiving advance Child Tax Credit payments from the IRS this...
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Mid-Week Market Minute 11.17.21
Blog Market Updates

Mid-Week Market Minute 11.17.21

Stocks in the U.S. continued to trade near record levels this week as investors digested generally upbeat economic data along...
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Blog Market Updates

Market Recap – Week Ending 11.12.21

Overview: Global stocks were mixed last week, with emerging markets (MSCI EM) posting a positive return of 1.7% for the...
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Mid-Week Market Minute 11.10.21
Blog Market Updates

Mid-Week Market Minute 11.10.21

Stocks moved lower this week on the heels of hotter-than-expected inflation data for October. The Consumer Prices Index (CPI) spiked...
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Market Recap – Week Ending 11.05.21
Blog Market Updates

Market Recap – Week Ending 11.05.21

Overview: Global stocks continued to move higher last week, as a strong jobs report and continued earnings beats overcame inflation...
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Mid-Week Market Minute 11.03.21
Blog Market Updates

Mid-Week Market Minute 11.03.21

Stocks in the U.S. were modestly higher this week following the Federal Reserve’s policy announcement Wednesday. As anticipated, the Central...
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Avantax® News

Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax’s Employee-based RIA

Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax’s Employee-based RIA DALLAS –...
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Market Recap – Week Ending 10.29.21
Blog Market Updates

Market Recap – Week Ending 10.29.21

Overview: Global stocks were mixed last week, as U.S. stocks rose to new highs, while international stocks lagged. In the...
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Blog Market Updates

Mid-Week Market Minute 10.27.21

The third-quarter earnings season is in full swing, with more than 50 of the S&P 500 constituents reporting earnings on...
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Market Recap – Week Ending 10.22.21
Blog Market Updates

Market Recap – Week Ending 10.22.21

Overview: Stock returns were positive last week, led by the U.S. markets that moved higher on strong third-quarter earnings and...
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Mid-Week Market Minute 10.20.21
Blog Market Updates

Mid-Week Market Minute 10.20.21

Stocks edged higher this week as investors were encouraged by strong corporate earnings while keeping an eye on inflation and...
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