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Thursday, June 20, 2024

View this month’s planning video as host Emily Milsap, Manager of Financial Planning, explores the importance of proactively planning for children's education and how SECURE 2.0 has affected 529 plans. Watch Video

Thursday, June 13, 2024

I don’t know about you, but every time I see headlines that say, “Top 10 Reasons” or “How Much Do You Need,” I click on it. So when I saw the CNBC article, “You’ll need at least $1 million to retire comfortably in these 10 U.S. States...

Thursday, June 6, 2024

The 2024 Employee Benefit Research Institute (EBRI) Retirement Confidence Survey was recently released, and it provides an illuminating look at the current state of retirement preparations and mindsets across the country. While the...

Thursday, June 6, 2024

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief...

Thursday, May 30, 2024

It's no secret that the cost of higher education has been steadily rising over the years and without proper planning and saving, it can be a significant financial burden on both you and your family. There are various ways to save for...

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Thursday, May 23, 2024

Are you saving for the future? People often come to me asking for financial guidance. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure how to save. If you’ve been...

Thursday, May 16, 2024

May is a month to celebrate the older Americans in our country and honor their lives and the accomplishments they still have ahead of them. Older Americans Month was established in 1963 by President John F. Kennedy to bring awareness...

Thursday, May 9, 2024

I recently read that 47 percent of parents provide their adult children with financial support. Termed "parental patronage" by many, some parents even contribute more to their adult children than they do to their retirement accounts....

Tuesday, May 7, 2024

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief...

Thursday, May 2, 2024

Every stage of life brings new challenges and opportunities and planning for the future can be daunting. However, working with a Financial Professional can help you make the most of your current situation and prepare for what lies...

Thursday, April 25, 2024

Over the years, I've come to believe that learning to navigate financial discussions and events in a relationship is a "must" that transcends generations. However, recent data shows that Gen Z and Millennial couples are forging their...

Monday, April 15, 2024

Let's start this email with the conclusion: Stick with your investment strategy, and don’t let outside influences like the Fed get in your way. Following the Fed these days is like watching an endless point in a tennis match. The...

Thursday, April 11, 2024

As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...

Monday, April 8, 2024

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief...

Thursday, April 4, 2024

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Thursday, March 28, 2024

An employee retirement plan can be a powerful tool when it comes to attracting and retaining the best talent, offsetting tax liabilities and even planning for your own retirement. We can help with solutions offered through our...

Thursday, March 21, 2024

If you dream of your financial legacy leaving a lasting impact on the world, there's a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a strategy that could benefit...

Monday, March 18, 2024

Tax season is upon us when we reconcile our dues with Uncle Sam. However, it's also a period when some unscrupulous individuals exploit this necessity, conducting scams to defraud unsuspecting taxpayers. In this digital age, tax scams...

Thursday, March 14, 2024

View this month’s planning video as host Ajustin Schaul, Head of Research at Avantax, discusses ETFs, explain what they are and provides some information to help you understand them better. Watch Video

Friday, March 8, 2024

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®...

Thursday, March 7, 2024

Sir John Templeton once said, "The four most expensive words in investing are: ‘This time it’s different."1 And normally, I would agree. But it seems like the phrase, "This time it’s different," may actually apply to...

Thursday, March 7, 2024

Several years back, the Tax Cuts and Jobs Act nearly doubled the standard deduction while restricting the state tax deduction. A significant number of taxpayers shifted from itemizing deductions to claiming the standard deduction. As a...

Thursday, February 29, 2024

Whether we are working on tax-focused investment strategies, retirement planning or legacy planning, optimizing cash flow is a key factor that continues to power all other areas of your financial plan. While cash flow is a relatively...

Thursday, February 22, 2024

Ever considered writing your own will? While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of some...

Thursday, February 22, 2024

I can't remember the last time there was such a wide divergence in the outlook for short-term interest rates. But, some confusion is to be expected when the Federal Reserve primes the markets for lower rates but provides few details....

Thursday, February 15, 2024

Are you happy with your current financial professional? Have they met with you to discuss how recent market fluctuations could affect your financial plans? When was the last time the two of you sat down to really discuss goals?...

Thursday, February 8, 2024

Legacy planning is an essential step that many people overlook when it comes to financial planning. It involves developing a strategy for how you want to pass on your assets, values and beliefs to your loved ones after you are gone....

Wednesday, February 7, 2024

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®...

Thursday, February 1, 2024

A new tax year is here, bringing several impactful changes to standard deduction and child tax credit amounts, retirement plan contributions, and more. Here are three of the most important tax changes we’re keeping in mind as we...

Thursday, January 25, 2024

Your 50th birthday is a big one! Please consider a move that other savvy investors like you are making at this time: Retirement Account Catch-Up Contributions. What are Catch-Up Contributions? When U.S. taxpayers reach the age of 50,...

Monday, January 22, 2024

By almost any measure, 2023 was a terrific year for stock prices. The Standard & Poor’s 500 index finished up 24%, closing out the year with a nine-week winning streak.1 But throughout January, the naysayers were out in force...

Thursday, January 18, 2024

Fed Chair Powell finally made his much-anticipated “pivot” at the close of the Fed’s two-day December meeting, saying he sees short-term rates heading lower next year. Perhaps much lower. Surprised but excited, the...

Thursday, January 11, 2024

Anyone with an interest in financial happenings may have noticed more than a few mentions of “gold" in the news. Sure, some view it as a key asset to hold during periods of market volatility, but that doesn't quite explain the...

Monday, January 8, 2024

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®...

Thursday, January 4, 2024

1099 Forms Explaining the many types of 1099 forms and their uses.    What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The individual/entity sends...

Thursday, January 4, 2024

January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy. For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...

Thursday, December 28, 2023

Have you saved enough? Whether you started late, or have regularly saved throughout your career, you might wish you could stash some additional cash in your retirement fund. Fortunately, if you’re 50 or older, you can. The IRS...

Thursday, December 28, 2023

The Senate and the House have returned to work but are unlikely to get much done before the Christmas break— which means January is going to be busy. To recap, Congress passed a short-term budget package before the Thanksgiving...

Thursday, December 21, 2023

Wishing you and your loved ones a warm and joyful Christmas. May your holiday celebrations be filled with good cheer, wonderful surprises, and memories to last a lifetime.

Thursday, December 14, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Friday, December 8, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®...

Thursday, December 7, 2023

View this month's planning video as host, Rob Jackson, Vice President of Advisory Solutions at Avantax discusses tax-loss harvesting. Watch Video

Thursday, November 30, 2023

The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude. So, as you gather around the table, look around and give thanks for the family and friends surrounding you. Give...

Thursday, November 23, 2023

The Tuesday after Thanksgiving is “Giving Tuesday” – a day when individuals, communities, and companies focus on giving to charities and to the less fortunate.   Giving Tuesday started in 2012 in New York City,...

Thursday, November 9, 2023

Ever considered writing your own will? While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of some...

Wednesday, November 8, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®...

Thursday, November 2, 2023

In this month's planning video, Mark Jaeger, VP of Tax Operations at Avantax, talks about charitable giving and donor-advised funds and how they may impact your taxes. Watch Video

Thursday, October 26, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it's a follow-up...

Thursday, October 12, 2023

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...

Friday, October 6, 2023

A bucket plan can help you prepare for a comfortable retirement.  But don’t wait until your retirement date is set to put a plan into action. 

Thursday, October 5, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®...

Thursday, October 5, 2023

Did you know the Tax Cuts and Jobs Act is scheduled to sunset in 2026? Here’s what’s at stake if the act is allowed to expire: for wealthy families, the $25.84 million federal estate tax exemption (as of 2023 for a married...

Thursday, September 28, 2023

Think you don’t need disability coverage? Think again. We draft a will. Create an estate strategy. And purchase life insurance. But few of us consider disability insurance – the coverage that can help us maintain our...

Wednesday, September 27, 2023

In the coming days, you will receive a letter from Avantax in the mail. This is a required regulatory notice about Avantax, Inc. entering into an agreement to be acquired by an affiliate of Cetera Financial Group, Inc. (Cetera). If...

Thursday, September 21, 2023

As we age, the need for long-term care becomes more prevalent, and without proper planning, it can have a significant impact on your financial wellbeing. The cost of long-term care can be high, and if you’re not prepared, it can...

Thursday, September 14, 2023

View this month's planning video as host, Jason Allen, Life Insurance Sales Specialist at Avantax, discusses a key piece of a comprehensive, tax-smart plan - risk management and insurance. Watch Video

Monday, September 11, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®...

Thursday, September 7, 2023

Even the best investment and financial plans can crumble if you have not properly prepared for the risks that exist. Should something happen to you or a family member such as a job loss, disability, illness, natural disaster or...

Thursday, August 24, 2023

Did you know that we offer comprehensive wealth management that has helped clients like you make choices that yield healthier financial and investment decisions? Every financial decision you make has tax implications. You need to be...

Thursday, August 17, 2023

View this month’s planning video as host Andy Watts, VP, Planning & Growth Solutions discusses the importance of comprehensive, tax-intelligent planning. Watch Video

Thursday, August 10, 2023

Before You Claim Social Security A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual...

Monday, August 7, 2023

In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession. But it’s July now, and...

Friday, August 4, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®...

Thursday, July 27, 2023

Even the most thought-out financial strategy may need to be adjusted for unexpected events, such as changes to your family life or career, or shifts in your family priorities. These are important opportunities for us to connect and...

Thursday, July 20, 2023

Who Is Your Trusted Contact? This vital investment account question should be answered sooner rather than later.Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and...

Thursday, July 20, 2023

When your spouse passes away, are you prepared for the financial impact?Losing a spouse creates an emotional crisis for you and your family. What’s worse, it leaves many partners with financial uncertainty and questions like,...

Thursday, July 13, 2023

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 2023? Has...

Wednesday, July 12, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video, Head of Research at...

Thursday, July 6, 2023

Are you saving for the future?People often come to me asking for financial guidance. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure how to save. If...

Thursday, June 29, 2023

Forty years ago, a CPA who felt his clients weren’t getting the investment advice they needed founded a revolutionary new firm that uses tax information to identify substantial opportunities and vulnerabilities to help maximize...

Thursday, June 15, 2023

Bringing home a new baby? Are you financially prepared?Having a baby is an incredible experience, but it can also fill you with financial anxiety. No need to worry! Time is on your side. Developing a solid financial plan now will...

Thursday, June 8, 2023

Remember when a college education was reasonably priced? In the past 20 years, the cost of college tuition for public universities has risen 165%. College students and their families have been taking on more and more debt, and they are...

Thursday, June 8, 2023

Now that the debt ceiling negotiations are behind us and President Biden has signed the measure, what will Wall Street's wandering eye focus on next?Inflation? Interest rates? Recession? Artificial intelligence?More than likely,...

Thursday, June 8, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video, Avantax Chief...

Thursday, May 25, 2023

As your financial plan becomes more complex, your insurance needs may change with it. When you’re just starting out, the primary focus is often on protecting your family if something should happen to you. Although that may...

Thursday, May 18, 2023

Tax-Loss HarvestingA useful year-end move to counteract capital gains.Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some...

Tuesday, May 16, 2023

Forty years ago, a CPA who felt his clients weren’t getting the investment advice they needed founded a revolutionary new firm that uses tax information to identify substantial opportunities and vulnerabilities to help maximize...

Thursday, May 11, 2023

I wanted to take a moment to update you on the potential changes to Social Security benefits for 2024. As I'm sure you know, the Social Security Administration calculates annual cost-of-living adjustments (COLA) based on the Consumer...

Thursday, May 11, 2023

Did you know that we offer comprehensive wealth management that has helped clients like you make choices that yield healthier financial and investment decisions?Every financial decision you make has tax implications. You need to be...

Tuesday, May 9, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video, Avantax Chief...

Thursday, April 27, 2023

So you've prepared for your goals and you believe you are on track for your financial goals. That's wonderful. What now?April is Financial Literacy Month. If you haven't put some thought into Asset Protection Strategy, now...

Thursday, April 20, 2023

Many young adults are not only wayward financially, but also pessimistic about ever becoming wealthy. Could it be that our children just aren't getting the financial education they need?April is Financial Literacy Month. This is...

Thursday, April 20, 2023

If your finances are not where you would like them to be, what can you do about it?April is Financial Literacy Month. This is a great time to start picking up the pieces and learn how to rebuild with confidence. After all, a little...

Thursday, April 13, 2023

Are your financial goals well-defined? While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the...

Monday, April 10, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video, Avantax Chief...

Thursday, April 6, 2023

Spend today, save tomorrow?Okay, we've all been there. But if it seems you're always living paycheck-to-paycheck and never able to save anything for the future, then it may be time to make a change .April is Financial Literacy Month....

Thursday, April 6, 2023

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Thursday, March 30, 2023

Saving Early & Letting Time Work for YouThe earlier you start pursuing financial goals, the better your outcome may be.As a young investor, you have a powerful ally on your side: time. When you start investing in your twenties or...

Thursday, March 23, 2023

You may have heard the saying, “inflation hurts savers and benefits borrowers.” The expression suggests that borrowers benefit from inflation because they pay back lenders with dollars worth less than when the money...

Thursday, March 16, 2023

Before You Claim Social SecurityA few things you may want to think about before filing for benefits.Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual...

Thursday, March 9, 2023

Did you know that we offer comprehensive wealth management that has helped clients like you make choices that yield healthier financial and investment decisions?Every financial decision you make has tax implications. You need to be...

Tuesday, March 7, 2023

In this month’s recap: Stocks stumbled as investors worried that the Fed would maintain its tight monetary posture due to ongoing inflation.U.S. MarketsStock prices stumbled in February owing to growing worries that the Fed would...

Thursday, March 2, 2023

View this month's planning video as host Jeffrey Steinberg discusses the importance of retirement planning and creating a plan to ensure you don't outlive your money.  Watch Video

Tuesday, February 28, 2023

Here’s a little-known fact that may help you save money on life insurance: when it comes to underwriting, insurance carriers typically rate clients to their closest birthday.What does that mean? It means that if you are 39 years...

Thursday, February 23, 2023

What Determines Car Insurance Rates?Driver history is just one factor; there are many others.Your auto insurance premium is based on more than your driving history. The amount you pay for auto insurance is determined by a complicated...

Thursday, February 16, 2023

View this month's planning video as host, Jason Allen, Life Insurance Sales Specialist at Avantax, discusses a key piece of a comprehensive, tax-smart plan - risk management and insurance. Watch Video

Thursday, February 9, 2023

As your financial plan becomes more complex, your insurance needs may change with it. When you’re just starting out, the primary focus is often on protecting your family if something should happen to you. Although that may...

Tuesday, February 7, 2023

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...

Tuesday, February 7, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video, Head of Research,...

Thursday, February 2, 2023

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...

Thursday, February 2, 2023

"Is the bear market over?"That's a question I've been asked a number of times in recent weeks. And my answer is the same, "Let's give it a little time."But people are quick to remind me that stocks are off to a good start in 2023,...

Friday, January 27, 2023

We invite you to join us for a 2023 Economic Update presented Mark Eibel, CFA, Director, Client Investment Strategies.  Mark serves as a principal spokesman for Russell Investments’ investment process and...

Thursday, January 26, 2023

The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...

Thursday, January 19, 2023

As one year ends and another begins, you naturally think about the state of your business – what is working well, and what could improve in the future. When was the last time you thought about the state of your company’s...

Thursday, January 19, 2023

What does the bond market know that the Fed isn’t telling us?Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. But in the table below, you can see that...

Thursday, January 12, 2023

While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries will see an 8.7% increase to help offset...

Thursday, January 12, 2023

Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...

Monday, January 9, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video, Avantax Chief...

Thursday, January 5, 2023

January is International Wealth Mentality Month, a time to remind people to make arrangements for their financial strategy.For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations...

Thursday, December 29, 2022

A new year is on the horizon. Each day that comes presents something new and exciting both for you and the people in your life.Is this the year you open the door to something new and exciting? Embark on some new travel adventure? Or...

Thursday, December 22, 2022

The financial markets are complex systems. They can move from one event to the next so quickly that it's hard to know what’s driving prices.For example, look at the roundtrip oil prices in the chart below.Oil prices surged to...

Tuesday, December 20, 2022

Just wanted to take a moment to wish you a safe, happy, and beautiful Holiday season. May your celebrations include those you love, good times, and great memories.

Thursday, December 15, 2022

The holiday season is upon us; from story time with sorely missed grandchildren to laughter with friends and family over long-cherished memories, there's little doubt that "the most wonderful time of the year" has arrived.For my family...

Friday, December 9, 2022

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video, Avantax Chief...

Thursday, December 8, 2022

View this month's planning video as host, Jason Allen, Life Insurance Sales Specialist at Avantax, discusses a key piece of a comprehensive, tax-smart plan - risk management and insurance. Watch Video

Thursday, December 1, 2022

Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. The chart below shows the Fed’s pattern with...

Wednesday, November 23, 2022

The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude.So, as you gather around the table, look around and give thanks for the family and friends surrounding you. Give...

Thursday, November 17, 2022

You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors?Retail investors often do the wrong thing at the wrong time. But this year,...

Wednesday, November 9, 2022

The midterm elections are underway. In many states, ballots have been delivered and, in several cases, already returned by Americans exercising one of the most sacred of their Constitutional rights.Election Day is always the Tuesday...

Monday, November 7, 2022

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video, Avantax Chief...

Thursday, November 3, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Thursday, October 27, 2022

Lately, "inflation" seems to be the media's favorite word. Everywhere you turn, there's another story about the impact of inflation. For example, many news outlets have reported that confectionary prices have surged over 30% from last...

Thursday, October 20, 2022

Traditionally, I’ve been a little cautious when people say, “it’s different this time.” After all, the past few years have seen more financial “firsts” than most.But despite that skepticism, this...

Thursday, October 13, 2022

We measure the jobs market in many ways, but the Job Opening and Labor Turnover Survey or JOLTS report seems to be of particular interest to Fed Chair Jerome Powell.The JOLTS report tells the Fed how many job openings there are each...

Monday, October 10, 2022

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video host Austin Schaul,...

Thursday, October 6, 2022

View this month's planning video as host, Scott Walloch, Avantax Financial Planning Consultant discusses a key piece of a comprehensive, tax-smart retirement plan – Social Security. Watch Video

Thursday, September 29, 2022

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...

Thursday, September 22, 2022

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...

Thursday, September 15, 2022

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...

Tuesday, September 13, 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...

Thursday, September 8, 2022

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...

Thursday, September 1, 2022

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...

Thursday, August 25, 2022

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...

Thursday, August 18, 2022

"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...

Thursday, August 11, 2022

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...

Thursday, August 11, 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...

Friday, August 5, 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

Thursday, August 4, 2022

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...

Thursday, July 28, 2022

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...

Thursday, July 21, 2022

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...

Thursday, July 14, 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...

Monday, July 11, 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....

Thursday, June 30, 2022

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...

Friday, June 24, 2022

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...

Monday, June 20, 2022

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...

Wednesday, June 15, 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....

Wednesday, May 25, 2022

Wednesday, May 18, 2022