From retirement savings to living abroad, here are some of our commonly asked questions.
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
In this month’s market update video, Head of Research, Austin Schaul, CFA®, provides a market update for February. He recaps returns for January and then shifts to a discussion on the Federal Reserve, earnings, the economy and the debt ceiling.
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns through April and discusses earnings, the economy, the Federal Reserve and the benefits of diversification.
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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 inflation, fourth quarter earnings and where we see an opportunity for investors going forward.
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 impacts and current valuations.
When people choose to eat healthier or lose weight, they know that they have to change their behaviors. That’s easier said than done, which is why weight loss programs and restrictive diets are popular. They provide a system for controlling portions, managing nutrition, and staying accountable. Within a few months, eating behaviors and habits can transform, leading to a healthier lifestyle. Our behaviors can produce the results we see in our lives. If you don’t...
Tax season is officially over, and many of us are looking forward to our tax returns hitting our bank accounts. While some may choose to spend their return on a special treat, others may want to use the extra funds to boost their investments. If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return. Pay Down Your Debt Paying down...
There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And unlike the Ancient Egyptians believed, you cannot take your worldly goods with you when your light goes out. You can share your stories wisdom in a manifesto or through funny tales to your family, but what about the money? Like most, you have (or should have) a will and...
It’s that time of year again. And though tax time should be no surprise, many Americans file for tax extensions. Whether you hire a tax professional to file for you or file on your own, you’re going to need to get organized to meet the April 18th deadline. Here are a few tips to help you stay on track so you can stress less and get your taxes filed by Tax Day. Put Important Tax...
