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William Eastwood | Nov 20, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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William Eastwood | Oct 20, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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William Eastwood | Sep 20, 2023

Avantax Market Update – September 2023

Tax Planning
Education
Risk Management
Finance
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through August, discussed the Federal Reserve, the
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William Eastwood | Aug 20, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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William Eastwood | Jul 20, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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William Eastwood | Jun 20, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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William Eastwood | May 20, 2023

Avantax Market Update – May 2023

Finance
Education
Investments
Risk Management
Tax Planning
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns through April and discusses earnings, the economy, the
Read More
William Eastwood | Apr 20, 2023

Avantax Market Update - April 2023

Finance
Education
Investments
Market Update
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns for Q1 then discusses the banking turmoil, the economic
Read More
William Eastwood | Mar 20, 2023

Avantax Market Update - March 2023

Finance
Retirement
Investments
Education
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns for February then discusses the Fed’s flight against
Read More
William Eastwood | Feb 20, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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William Eastwood | Jan 20, 2023

Avantax Market Update – January 2023

Finance
Education
Investments
Retirement
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for January. He recaps 2022 and all that
Read More
William Eastwood | Jan 10, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.
 
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