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Teach Children About Money Now, Or Be Ready to Help
Planning

Teach Children About Money Now, Or Be Ready to Help

Teach Children About Money Now, Or Be Ready to Help Later Monetary transactions look much different today than they did...
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Mid-Week Market Minute 08.04.21
Blog Markets

Mid-Week Market Minute 08.04.21

Stocks moved lower mid-week as investors digested a disappointing private payroll report from ADP. The employment report showed that 330,000...
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Market Recap – Week Ending 07.30.21
Blog Markets

Market Recap – Week Ending 07.30.21

Overview: Strong second-quarter earnings offset COVID-19 Delta variant concerns as stocks were mixed across the globe last week. In the...
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Avantax Agrees to Acquire Headquarters Advisory Group, LLC, with $1.1 Billion in Client Assets, which would Expand Avantax’s In-house RIA to Northeast
News

Avantax Agrees to Acquire Headquarters Advisory Group, LLC, with $1.1 Billion in Client Assets, which would Expand Avantax’s In-house RIA to Northeast

Avantax Agrees to Acquire Headquarters Advisory Group, LLC, with $1.1 Billion in Client Assets, which would Expand Avantax’s In-house RIA...
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Tax Planning for the Biden Administration
Planning

Tax Planning for the Biden Administration

Potential Strategies to Combat Increased Taxes Many individuals are stuck in a holding pattern as they wait to see what...
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Mid-Week Market Minute – 07.28.21
Blog Markets

Mid-Week Market Minute – 07.28.21

Stocks moved lower in early trading this week as investors parsed through a slew of Q2 earnings results while awaiting...
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Market Recap – Week Ending 07.23.21
Blog Markets

Market Recap – Week Ending 07.23.21

Overview: Increased cases of the COVID-19 Delta variant rattled global markets last week, as the highly contagious strain is now making...
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Avantax President Todd Mackay to Open FSI OneVoice Conference in Orlando with Other Avantax Leaders Attending as Featured Panelists
News

Avantax President Todd Mackay to Open FSI OneVoice Conference in Orlando with Other Avantax Leaders Attending as Featured Panelists

Avantax President Todd Mackay to Open FSI OneVoice Conference in Orlando with Other Avantax Leaders Attending as Featured Panelists FSI...
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Mid-Week Market Minute 07.21.21
Blog Markets

Mid-Week Market Minute 07.21.21

Concerns over the recent resurgence in COVID-19 cases in many parts of the world sent markets sharply lower Monday as...
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Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth
News

Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth

Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth From...
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Market Recap – Week Ending 07.16.21
Blog Markets

Market Recap – Week Ending 07.16.21

Overview: Global stock markets were mixed last week as generally strong second-quarter earnings were overcome by concerns over new COVID-19...
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Financial Planning Guide for Women
Planning

Financial Planning Guide for Women

If You Have Not Already, It Is Time to Take Control of Your Finances The basics of financial planning for...
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Mid-Week Market Minute 07.14.21
Blog Markets

Mid-Week Market Minute 07.14.21

Stocks in the U.S. traded sideways this week as investors digested corporate earnings and higher than anticipated inflation data. The...
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Market Recap – Week Ending 07.09.21
Blog Markets

Market Recap – Week Ending 07.09.21

Market Recap – Week Ending 07.09.21 Overview: Stock markets were mixed last week, as the increase in the COVID-19 Delta...
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Mid-Week Market Minute – 07.07.21
Blog Markets

Mid-Week Market Minute – 07.07.21

Stocks around the globe traded lower following the long holiday weekend. Treasuries caught a bid higher amid the “risk-off” trade,...
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Market Recap – Week Ending 07.02.21
Blog Markets

Market Recap – Week Ending 07.02.21

Overview: Stocks around the world were mixed last week, as U.S. equities recorded new highs while international stocks fell. For...
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Mid-Week Market Minute 06.30.21
Blog Markets

Mid-Week Market Minute 06.30.21

As markets enter the final trading day of June and the second quarter, the S&P 500 is on track to...
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Market Recap – Week Ending 06.25.21
Blog Markets

Market Recap – Week Ending 06.25.21

Overview: Stocks were higher around the world last week, led by a bipartisan agreement in the U.S. on a revised...
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News

Avantax Wealth Management Hosts Nearly 1,000 Affiliates, Partners and Home Office Staff at National Conference in Dallas

Avantax Wealth Management Hosts Nearly 1,000 Affiliates, Partners and Home Office Staff at National Conference in Dallas In-person meetings, collaboration...
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Mid-Week Market Minute 06.23.21
Blog Markets

Mid-Week Market Minute 06.23.21

Stocks in the U.S. rebounded following last week’s sell-off. As of Wednesday morning, Energy and Financials were among the best...
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