In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
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Avantax Market Update – December 2023
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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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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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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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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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Would you enjoy your retirement more in the U.S. or abroad?
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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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In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns through April and discusses earnings, the economy, the
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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
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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
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