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Market Recap – Week Ending 111921
Blog Markets

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
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 Markets

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 Markets

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 Markets

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 Markets

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 Markets

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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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 Markets

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 Markets

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 Markets

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 Markets

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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Market Recap – Week Ending 10.15.21
Blog Markets

Market Recap – Week Ending 10.15.21

Overview: Stocks were higher around the world last week as strong earnings in the U.S. and improving COVID-19 numbers encouraged...
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Mid-Week Market Minute 10.13.21
Blog Markets

Mid-Week Market Minute 10.13.21

Stock markets in the U.S. dropped for a fourth consecutive trading day mid-week, as investors evaluate jobs and inflation reports...
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Market Recap – Week Ending 10.08.21
Blog Markets

Market Recap – Week Ending 10.08.21

Overview: Global stocks were higher last week, finishing the week with a strong rebound, after a short-term deal to raise...
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Mid-Week Market Minute 10.06.21
Blog Markets

Mid-Week Market Minute 10.06.21

Volatility persisted this week as members of Congress continue to debate the stimulus bills. With the deadline for raising the...
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Market Recap – Week Ending 10.01.21
Blog Markets

Market Recap – Week Ending 10.01.21

Overview: Stocks around the world traded lower last week as investor concerns grew over higher inflation, rising energy prices, slowing...
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The Ins and Outs of Capital Gains
Planning

The Ins and Outs of Capital Gains

Not all income is created equal, and how you treat capital gains can make a pretty significant difference to your...
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Mid-Week Market Minute 09.29.21
Blog Markets

Mid-Week Market Minute 09.29.21

Stocks traded lower this week as benchmark interest rates rose across the board. When rates go up, it signals that...
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Market Recap – Week Ending 09.24.21
Blog Markets

Market Recap – Week Ending 09.24.21

Overview: Stocks recovered last week after dropping at the start of the week on concerns about stress in the Chinese...
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