Blog
These Months are More Volatile Than Others
We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...
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1% Moves in S&P 500
If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...
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Recession or Growth Scare? Your Guide
I’m hearing a lot of mixed messages these days about the economy. Some headlines say we’re already in a recession; some say one is looming. Others hint that we’ll avoid a recession and have a soft landing. It makes...
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Avantax Market Update - September 2022
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...
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Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...
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Important Details on Student Loan Relief
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...
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Let's Review Your Life
Life doesn’t stand still. Neither do your life insurance needs.If you have a quote or policy and haven’t reviewed it lately, you may be surprised to discover that what worked for you then may not not meet your needs now...
Read MoreWhere There's A Will
"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent...
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Avantax Planning Video: National Financial Awareness Day
August 14th is National Financial Awareness Day, which is designed to encourage individuals and families to evaluate their finances and establish standards, goals, and a plan to build a solid financial future. View this...
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Avantax Market Update - August 2022
View this month’s market update video as host Austin Schaul, CFA®, Head of Research at Avantax Planning PartnersSM, recaps July’s market returns and discusses the economy slowing in the second quarter, an outlook on...
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Avantax Market Update - July 2022
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 our views as the economy slows. Watch Video
Read More1.02 Billion Reasons to Be Prepared
What would you do with a windfall? It’s a question I’ve read or heard a lot lately. Considering the Mega Millions jackpot has now grown to $1.02 billion, it’s safe to say most of us have thought about what it would be...
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Companies Winning Despite Sour Economy
Sometimes, it’s a good idea to get a second opinion.And this may be one of those times.Government reports are telling a rather bleak story about the economy. The headlines talk about high inflation, rising interest rates, and a...
Read MoreHow SECURE 2.0 Might Change Retirement
The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...
Read More3 Tips for the Second Half of 2022
With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...
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Avantax Market Update - June 2022
View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the Federal Reserve and our view on the risk of a recession as the economy slows....
Read More3 Shrewd Maneuvers in a Down Market
It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...
Read MoreSearching for the Goldilocks Economy
At the risk of slowing economic growth, the Fed has driven short-term rates higher to rein in inflation. But it’s a tricky proposition.Raise rates too much, and you may trigger a recession. Don’t raise rates enough, and you...
Read MoreSummertime Checkup
Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.Goals still the same for 2022? Has...
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Avantax Market Update - June 2022
View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the Federal Reserve and our view on the risk of a recession as the economy slows....
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