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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
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
Stocks both domestically and abroad traded higher this week leading up to the inauguration of President Joe Biden. Markets have...
Read More 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?
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few goals that...
Read More 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
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
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
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
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
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
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
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
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
Stocks ended the holiday-shortened week of Thanksgiving in positive territory despite increased U.S.-China trade risk.
Read More 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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