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Market Recap – Week ending 05.07.21
Blog Markets

Market Recap – Week ending 05.07.21

Overview: Major stock indices traded higher last week, despite a disappointing jobs report on Friday. In the U.S., the S&P...
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Mid-Week Market Minute 05.06.21
Markets

Mid-Week Market Minute 05.06.21

Stocks were lower mid-week as investors weigh positive earnings and economic recovery against the backdrop of elevated inflation and higher...
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Market Recap – Week ending 04.30.21
Blog Markets

Market Recap – Week ending 04.30.21

Overview: Stock markets finished the month of April last week on a positive note, as strong corporate earnings and solid...
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Mid-Week Market Minute 04.28.21
Markets

Mid-Week Market Minute 04.28.21

Global stock markets were relatively flat mid-week ahead of two key events on Wednesday. First, the Federal Reserve is set...
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Market Recap – Week Ending 04.23.21
Blog Markets

Market Recap – Week Ending 04.23.21

Overview: Stock markets were mostly unchanged across the globe last week. In the U.S., the S&P 500 Index was down...
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Mid-Week Market Minute 04.22.21
Markets

Mid-Week Market Minute 04.22.21

Stocks were down marginally for the week following a sharp rise in Covid cases in Japan and India. In the...
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Market Recap – Week Ending 04.16.21
Blog Markets

Market Recap – Week Ending 04.16.21

Market Recap - Week Ending 04.16.21 Overview: Stock markets rallied across the globe last week, driven by optimism over economies reopening...
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Mid-Week Market Minute 04.14.21
Markets

Mid-Week Market Minute 04.14.21

Stocks were generally higher this week as investors digested earnings and economic data. JPMorgan and Goldman Sachs kicked off earnings...
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News

Avantax Welcomes Maestro Wealth Advisors, LLC

Avantax Welcomes Maestro Wealth Advisors, LLC Growth-minded North Carolina firm has more than $133 million in total client assetsDALLAS –...
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Weekly Market Recap 04.09.21
Blog Markets

Weekly Market Recap 04.09.21

Overview:  The U.S. markets led stocks higher last week, as the S&P 500 Index recorded its 20th all-time high this...
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News

Avantax Welcomes Legacy Capital Advisors, LLC

Avantax Welcomes Legacy Capital Advisors, LLC Atlanta-based firm with $126 million[1] in total client assets DALLAS – (April 7, 2021)...
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News

Avantax Acquires GuideVine Technologies, Inc.

Avantax Acquires GuideVine Technologies, Inc. Lead-generation and marketing platform to further enhance organic growth opportunities DALLAS – (March 30, 2021) –...
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Market Recap – Week Ending 03.26.21
Blog Markets

Market Recap – Week Ending 03.26.21

Market Recap - Week Ending 3.26.21 Overview:  Stocks across the globe were mixed last week, with international equities negative while...
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Mid-Week Market Minute 3.24.21
Markets

Mid-Week Market Minute 3.24.21

Stocks across the globe were generally lower this week but remain firmly in positive territory for the year. Over the...
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Weekly Market Recap 3.19.21
Blog Markets

Weekly Market Recap 3.19.21

Weekly Market Recap 3.19.21 Overview: Stocks across the globe were generally lower last week, but remain firmly in positive return territory for...
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Just What is an Investment Adviser Anyway?
Planning

Just What is an Investment Adviser Anyway?

Just What Is An Investment Adviser? Before hiring an investment adviser, it’s important to understand what kind of services they...
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Mid-Week Market Minute 3.17.21
Markets

Mid-Week Market Minute 3.17.21

All eyes were on the Federal Reserve this week as the central bank concluded its meeting on Wednesday. As expected,...
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News

Avantax Wealth Management Further Strengthens Leadership Team

Avantax Wealth Management Further Strengthens Leadership Team Three industry veterans join Senior Leadership Team to drive strategy and continue value...
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Market Recap – Week Ended 03.12.21
Blog Markets

Market Recap – Week Ended 03.12.21

Market Recap - Week Ended 03.12.21 Overview: Stocks were higher across the globe last week as fiscal and monetary stimulus continued...
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Traditional IRA or Roth IRA
Planning

Traditional IRA or Roth IRA

Understanding the Difference Between Traditional and Roth IRAs The most significant difference between Traditional IRAs and Roth IRAs is that...
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