Latest News & Blog Posts
Mid-Week Market Minute 02.02.22
02/02/2022
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
01/31/2022
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
01/26/2022
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
01/25/2022
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
01/24/2022
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
01/24/2022
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
01/20/2022
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
01/17/2022
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
01/12/2022
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
01/11/2022
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
01/07/2022
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
01/05/2022
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
12/22/2021
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
12/21/2021
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
11/22/2021
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
11/19/2021
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
11/17/2021
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
11/15/2021
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
11/10/2021
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
11/08/2021
Overview: Global stocks continued to move higher last week, as a strong jobs report and continued earnings beats overcame inflation...
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