Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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 slowing in the second quarter, an outlook on inflation, the rate hike by the Federal Reserve and market volatility.
Mixing family and business can be tough. Is it possible to create healthy boundaries?
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximize their legacies.
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 state of inflation and the need to stay focused on long-term goals.
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for September. He recaps market returns, discusses the economy, the Federal Reserve and our outlook for the remainder of the year.
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
