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