The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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
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
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for September. He recaps market returns
Read More
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
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
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
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns through July and discusses the Federal Reserve
Read More
In this month’s market update video host Austin Schaul, CFA®, Head of Research at Avantax, provides a market update for October. He recaps market returns
Read More
Not sure where to start with retirement plans? Here are some common questions.
Read More