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
Read More
Avantax Market Update – December 2023
Read More
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
Read More
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
Read More
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
Read More
Would you enjoy your retirement more in the U.S. or abroad?
Read More
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
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
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
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
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
Read More