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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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Market Recap – Week ending 06.18.21
Blog Markets

Market Recap – Week ending 06.18.21

Overview: Global stock markets traded lower last week, as investors continue to digest news from the latest Federal Reserve meeting....
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Mid-Week Market Minute 06.16.21
Blog Markets

Mid-Week Market Minute 06.16.21

Equities around the world were mostly unchanged in early trading this week as investors await the conclusion of the Federal...
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Market Recap – Week ending 06.11.21
Blog Markets

Market Recap – Week ending 06.11.21

Overview: Stocks across the globe were up modestly last week, continuing their rally, with the S&P 500 index reaching a...
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News

Avantax Planning Partners Recognizes Affiliate Accomplishments During National Conference

Avantax Planning Partners Recognizes Affiliate Accomplishments During National ConferenceAnnual Elevate Conference showcases highest performing individuals and firmsDALLAS – (June 10,...
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Mid-Week Market Minute 06.09.21
Markets

Mid-Week Market Minute 06.09.21

Global equities were marginally higher in early trading this week ahead of Thursday’s widely anticipated inflation report. Economists are anticipating...
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Market Recap – Week Ending 06.04.21
Blog Markets

Market Recap – Week Ending 06.04.21

Overview: Stocks were marginally higher across the world last week, as accommodative monetary policy and fiscal stimulus continues to fuel...
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Financial Planner or Fee-Only Advisor – Which is Right for You?
Blog Personal Finance

Financial Planner or Fee-Only Advisor – Which is Right for You?

Financial Planner or Fee-Only Advisor – Which is Right for You? You’ve made that leap and you are ready to...
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How to Review a Financial Advisor: The Definitive Checklist
Blog Personal Finance

How to Review a Financial Advisor: The Definitive Checklist

How to Review a Financial Advisor Once you’ve found a financial advisor that you feel is a good match for your needs,...
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Fee or Commission: What’s the Best Way to Pay Your Financial Advisor?
Blog Personal Finance

Fee or Commission: What’s the Best Way to Pay Your Financial Advisor?

Fee or Commission: What’s the Best Way to Pay Your Financial Advisor? When looking for a financial advisor, there’s much...
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