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Toddler standing at the bottom of a stone staircase
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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Avantax Market Update
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
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
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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William Eastwood | Dec 20, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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A row of houses along a canal
William Eastwood | Nov 20, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
William Eastwood | Oct 20, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Hand holding a page with several charts on it
William Eastwood | Sep 20, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Avantax Market Update
William Eastwood | Aug 20, 2022

Avantax Market Update - August 2022

Finance
Risk Management
Investments
In this month’s market update video, Austin Schaul, Head of Research at Avantax Planning Partners, recaps July’s market returns and discusses the economy
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Avantax Market Update
William Eastwood | Jul 20, 2022

Avantax Market Update - July 2022

Finance
Risk Management
Investments
View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the economy and
Read More
default blog image
William Eastwood | Jun 20, 2022

Avantax Market Update - May 2022

Finance
Risk Management
Investments

View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, inflation, the

Read More
Man in a graduation cap and gown
William Eastwood | May 20, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Elderly woman doing yoga in a park
William Eastwood | Apr 20, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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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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This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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