Latest News & Blog Posts
Mid-Week Market Minute 02.02.22
In the U.S., stocks are on pace for a fourth straight day of positive returns as a robust earnings outlook...
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Market Recap – Week Ending 01.28.22
Overview: Stocks were mixed across the globe last week as volatility continues in the markets. The U.S. stocks turned around...
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Mid-Week Market Minute 01.26.22
U.S. stocks traded lower in another volatile week as investors grappled with uncertainty regarding monetary policy, the economic growth outlook,...
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Avantax President Todd Mackay to Open Annual FSI OneVoice Conference
Avantax President Todd Mackay to Open Annual FSI OneVoice Conference Several Avantax leaders slated as featured speakers on FSI OneVoice...
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Market Recap – Week Ending 01.21.22
Overview: Stocks around the world continued lower last week, as ongoing concerns around COVID-19 and monetary policy tightening continued. In...
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Perspective on Late January Sell Off
Stocks in the U.S. continued to decline this week following three consecutive weeks of negative performance. On the heels of...
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Mid-Week Market Minute 01.19.22
Global stocks have had a volatile start to the year, hurt by economic disruptions from Omicron, risks to company profits...
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Market Recap – Week Ending 01.14.21
Overview: Stocks were mixed across the globe last week, led by emerging markets (MSCI EM) up 2.6%. In the US,...
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Mid-Week Market Minute 01.12.22
Stocks rallied in early trading this week as investors weighed comments from Federal Reserve Chair Jerome Powell. During his nomination...
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Market Recap – Week Ending 01.07.21
Markets: Stocks are lower this morning after trading down in the first week of the year. Worries about surging COVID-19 contagion and...
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Your 4% Withdrawal Strategy May Not Be Enough
Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry...
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Mid-Week Market Minute 01.05.22
Stocks in the U.S. were little changed in the first few days of trading this week as investors await the...
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Mid-Week Market Minute 12.22.21
Stocks in the U.S. were in positive territory mid-week following Tuesday’s strong rebound. For the week, the S&P 500 is...
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Avantax Works with the SEC to Settle 1st Global Regulatory Matter
Avantax Works with the SEC to Settle 1st Global Regulatory Matter DALLAS – (December 20, 2021) – Avantax® reported today...
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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
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
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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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
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
Overview: Global stocks continued to move higher last week, as a strong jobs report and continued earnings beats overcame inflation...
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