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Thursday, May 14, 2026

Market timing requires a skill that’s almost impossible to master.An investor not only has to determine when stock prices have peaked (so you can sell), but also when they have bottomed (so you can buy).In recent weeks, many people...

Thursday, May 7, 2026

Cetera Investment Management is pleased to release its 2026 Second Quarter Outlook titled, “Staying on Course Amid Geopolitical Uncertainty”. In this outlook, they note how despite elevated geopolitical uncertainty, the economic and...

Thursday, April 30, 2026

If you’ve ever had a conversation with a child about money, you know that financial literacy doesn’t start with complex strategies or spreadsheets. It begins much earlier, shaped by everyday habits, conversations, and examples children...

Thursday, April 23, 2026

Many people spend years preparing financially for retirement, yet postpone conversations with family about what those plans will actually mean. When discussions are delayed, they often happen during moments of stress, such as after a...

Thursday, April 16, 2026

Many families ask the same question: How do we help our kids develop healthy financial habits—without overwhelming them or getting it wrong?Teaching kids about money can feel intimidating, especially when you’re still navigating your...

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Thursday, April 9, 2026

April is National Financial Literacy Month, and if you're looking for one conversation that could change how the teens and young adults in your life think about money, start with their coffee order.The $5 That Could Be Worth Half a...

Thursday, April 2, 2026

Tax Prep vs. Tax Strategy: The Difference Matters More Than You ThinkWe all know that April 15 is the end of tax preparation season and the annual deadline for completing and filing your return. As important as proper tax prep is, some...

Thursday, March 26, 2026

Although the IRS started accepting tax returns on January 26, 2026, some “soon-to-be” filers may have lingering questions about how to identify the new Trump accounts on their federal tax return. Here’s a recap of what’s known about...

Thursday, March 19, 2026

As Tax Day approaches, we understand the pressure many of you might be feeling to get everything in order. Whether you've been caught up in life's demands or simply need a bit of guidance to help you make the most of your tax situation...

Thursday, March 12, 2026

The Medicare General Enrollment Period is currently underway, but will come to a close on March 31st. If you didn’t enroll in Medicare Part A and/or Part B when you were first eligible and you don’t qualify for a Special Enrollment...

Thursday, March 5, 2026

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 fell 0.76% in February, trimming its YTD gain to 0.68%. The index ended the month 1.43% below its most recent record high of 6,978 set on January 27.The Dow Jones Industrial Average...

Thursday, February 26, 2026

Warren Buffett’s quotes have provided clarity during confusion over the years.But his final act speaks louder than any expression. He did nothing.As CEO, Buffett had nearly $400 billion in cash to spend in 2025. But he found no...

Thursday, February 19, 2026

Seniors turning 65 today have a 70 percent chance of needing extended care as they age. However, extended care comes with a hefty price tag.1Nationally, the median annual cost of a nursing home is over $110,000 for a shared room, and...

Thursday, February 12, 2026

Diversification is widely recognized as a powerful strategy for managing risk in an investment portfolio. However, there is a common misconception that working with multiple financial professionals also diversifies risk. In reality,...

Thursday, February 5, 2026

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, January 29, 2026

February is National Financial Aid Awareness Month, so it’s time to explore the many financial aid resources available for college-bound students. Whether you’re a parent or grandparent, understanding these choices may help your loved...

Thursday, January 22, 2026

With tax season on the horizon, a little preparation now can make the process much smoother later. This time of year often brings plenty of paperwork and deadlines, so consider this a friendly nudge to start gathering what you’ll need...

Thursday, January 15, 2026

As the Federal Reserve guides short-term rates lower, many homeowners and prospective buyers are understandably curious about its implications for mortgage rates. While the Fed's decision reflects its concern about the broader economic...

Thursday, January 8, 2026

Cetera Investment Management is pleased to release its annual Market Outlook for 2026 titled, "Economic Resilience Meets Elevated Expectations." As we enter 2026, the U.S. economy faces a mix of structural shifts and fiscal...

Thursday, January 1, 2026

At times, 2025 felt like an extraordinary year for stock investors. From tariff uncertainty to international tensions to drama at the Fed, 2025 felt like no other year before.But in hindsight, 2025 was pretty ordinary. In fact, from a...

Thursday, December 25, 2025

The holidays are upon us, and these long nights and bright days are full of traditions that unite. It is a magical time of year, a time to cherish the things that truly matter in life. How we celebrate can be as different and varied...

Thursday, December 18, 2025

As tax season approaches, a little early organization may help things feel more manageable. This time of year often brings a steady flow of paperwork, deadlines, and decisions, so this message is simply a supportive reminder to help...

Thursday, December 11, 2025

As an investor, should you be more concerned about the value of your groceries or artificial intelligence? It may seem like a silly question, but there’s a serious answer. One way to measure a stock’s valuation is by looking at what’s...

Thursday, December 4, 2025

Market fluctuations can produce headlines that are unnerving. However, the true measure of a sound financial strategy is its ability to weather short-term volatility in support of your long-term goals. When markets become volatile,...

Thursday, November 27, 2025

Warm wishes to you and your family. Happy Thanksgiving!

Thursday, November 20, 2025

As the year winds down, it’s the perfect time to revisit your retirement strategy—especially if you’re nearing retirement. This transition from saving to spending is one of the most important financial shifts you’ll make. Here are a...

Thursday, November 13, 2025

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to...

Thursday, November 6, 2025

Have you heard of the concept known as “Revenge Savings”? Gen Z’ers (born 1997 to 2012) have popularized the “vibe-based budgeting” this year. It’s the idea of stockpiling money to prepare for economic uncertainty, including a cooling...

Thursday, October 30, 2025

You've likely heard about the "One Big Beautiful Bill Act," which was signed into law on July 4, making many of the 2017 Tax Cuts and Jobs Act provisions permanent. Given the bill's length (887 pages) and complexity, we wanted to help...

Friday, October 24, 2025

Stop me if you’ve heard this one before—past performance is no guarantee of future results. It’s one of the truisms of personal finance. What happened before is interesting to check out, but it doesn’t mean it will happen again....

Thursday, October 23, 2025

As the year winds down, it’s the perfect time to take strategic action to preserve your wealth, optimize your tax exposure, and build a lasting legacy. Whether you're focused on growing investments, giving with intention, or preparing...

Thursday, October 16, 2025

Everyday essentials like food, clothing, utilities, and housing have become more expensive, leaving many retirees looking for simple ways to make their dollars go further. Below are four considerations for seniors seeking to improve...

Thursday, October 9, 2025

Your peak earning years are a powerful time to build financial momentum—but it takes more than income. Strategic planning and informed decisions are key. As the year ends, consider these five areas to strengthen your financial...

Thursday, October 2, 2025

Cetera Investment Management is pleased to release its 2025 Q4 Outlook titled, “Are We Entering a Jobless Expansion?" In this outlook, they explore how the Fed’s next move, rising tariff risks, and a weakening labor market are shaping...

Thursday, September 25, 2025

Budgeting is a powerful first step on the path to building wealth as a young investor. By establishing mindful financial habits now, you can build a solid foundation to support your long-term financial goals. Here are ten budgeting...

Thursday, September 18, 2025

As a business owner, you’re always on the lookout for tax strategies. One opportunity that often goes underutilized is the tax advantages offered by a well-structured 401(k) plan. Beyond its role in securing the future of your...

Thursday, September 11, 2025

Hardly a day goes by that someone doesn’t say to me, “I’m putting off a decision until the Fed changes interest rates.” But I’m quick to remind people that the “rate dominoes” don’t always fall as you may expect. Here’s what could...

Thursday, September 4, 2025

On July 4, 2025, a major new tax law—the “Make American Workers and Families Thrive Again Act”—was signed into law. This wide-reaching legislation updates many parts of the 2017 Tax Cuts and Jobs Act, which were set to expire at the...

Thursday, August 28, 2025

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 doctors,...

Thursday, August 14, 2025

Many workers save for retirement by making annual contributions to an individual retirement account (IRA) or qualified retirement plan such as a 401(k). Traditional IRAs are generally funded with before tax dollars and fully taxable...

Thursday, August 7, 2025

There are a lot of tax-law changes tucked in the nooks and crannies of the 800+ page One Big Beautiful Bill. One that you may have heard about created a $10,000 tax deduction when you finance a new car. But as you can see, in June,...

Thursday, July 31, 2025

Managing wealth for high-net-worth households involves more than just focusing on investments and returns. As your estate grows, the complexity of managing it increases, requiring a broader set of strategies. Insurance and risk...

Monday, July 28, 2025

If you are looking for a tax-saving strategy and you like the idea of helping others, a qualified charitable distribution (QCD) might be right for you. QCD can be a highly advantageous way for a charitably minded individual to donate,...

Thursday, July 24, 2025

Retirement should be a time of stability, enjoyment, and freedom—but rising costs can potentially put a strain on even the most carefully planned budget. With thoughtful planning and tailored strategies, you can reduce inflation risk...

Thursday, July 17, 2025

Americans seem upbeat about retirement, with more people preparing to retire at 70, according to the latest Employee Benefit Research Institute (EBRI) study. Sometimes, though, reality gets in the way: the same survey found that 40...

Thursday, July 10, 2025

Isaac Newton might be smiling if he looked at the charts for eggs, cocoa, and coffee prices. To traders, they are a lesson on how markets can reach an extreme and then correct. But to Newton, they are simply a lesson in gravity....

Thursday, July 3, 2025

No more passing them by when you see one on the sidewalk. Forget about wasting a couple by putting them in your loafers. And don’t even consider throwing them into a wishing well. The Treasury Department has announced that it is...

Thursday, June 26, 2025

One of Warren Buffett's famous investing quotes is, "Be fearful when others are greedy and greedy when others are fearful." This wisdom aligns well with his principle: "Rule no. 1: never lose money. Rule no. 2: never forget rule no. 1...

Friday, June 20, 2025

We want to make you aware of a fee change for your account(s) held at National Financial Services (NFS). Paper Subscription Fee: NFS will begin charging a $9/quarter subscription fee for statements and confirmations when eDelivery is...

Thursday, June 19, 2025

As you may be aware, Avantax will transfer its retail brokerage business and advisory business to Cetera Wealth Services LLC. As a result, my broker-dealer affiliation will soon change, and I will become a financial professional with...

Thursday, June 19, 2025

A recent survey reported that 47% of parents had made financial sacrifices to support their adult children. It's often a difficult decision that can stress relationships, impact retirement strategies, and harm overall financial...

Thursday, June 12, 2025

Did you know that for the 2024–2025 academic year, the average cost for one year of college—including tuition, fees, room, board, and other expenses—is $29,910? That price is for public four-year, in-state schools. To attend a private...

Thursday, June 5, 2025

Managing your traditional or Roth IRA each year is a powerful step toward building your retirement strategy. In 2025, you can contribute up to $7,000—or $8,000 if you're 50 or older (depending on your modified adjusted gross income)....

Thursday, May 29, 2025

Building wealth in today’s economy may feel challenging due to rising costs amid inflation. However, with intentional planning and consistent effort, you could still make meaningful progress toward your financial goals. The Role of...

Thursday, May 22, 2025

Let’s take a moment to reflect, remember and honor all the brave men and women who made the ultimate sacrifice for our country. Have a safe weekend, and enjoy your time with friends and family.

Thursday, May 15, 2025

Do me a favor: print the chart in this email and pin it to your wall. I want you to have a constant reminder that stock prices see pullbacks several times during the year. It’s a normal, healthy part of the investing cycle. Is it...

Thursday, May 8, 2025

Are the ups and downs of the stock market leaving you unsettled? Feeling hopeful when the market rises and uneasy when it dips is natural. However, these emotions can sometimes lead to hasty buying or selling, and attempting to...

Thursday, May 1, 2025

When was the last time you thought about or adjusted your withholding? Most people set it and forget it, but reviewing your withholding limits can be beneficial. Adjusting your withholding is a good regular practice. The benefits...

Thursday, April 24, 2025

Make More Residual Income Are you looking for more ways to make more money but are already spending 40 hours a week at your regular job? Residual income could be the answer you're looking for! We're going to let you in on four ways...

Thursday, April 17, 2025

Building wealth in today's economy may feel like an uphill battle. Housing, utilities, and daily expenses keep climbing, making it challenging to cover essential costs and still have money left over. But, with careful planning and...

Thursday, April 10, 2025

When it comes to Social Security, many people have more questions than answers. By separating facts from fiction, you can make more informed decisions about your retirement planning. Myth 1: Social Security Won't Exist When I Retire...

Thursday, April 3, 2025

Are the ups and downs of the stock market leaving you unsettled? Feeling hopeful when the market rises and uneasy when it dips is natural. However, these emotions can sometimes lead to hasty buying or selling, and attempting to...

Thursday, March 27, 2025

3 Post-Retirement Risks to Know You have the life experience to know that you always have to plan for the unexpected. Instead of letting these situations risk derailing your retirement budget, plan for these hurdles so you can be...

Thursday, March 20, 2025

Diversify Your Financial Portfolios You’ve likely heard the phrase: “Don’t Put All Your Eggs in One Basket.” But what does that phrase mean for your finances? When applying this phrase to your finances, the true meaning is about the...

Thursday, March 13, 2025

“A goal without a plan is just a wish,” wrote French author Antoine de Saint-Exupéry in the 1942 classic, “The Little Prince.” In financial services, we like to say, “Investing without a strategy is just a dream.” At its core, an...

Thursday, March 6, 2025

If you’re like most Americans, you’re counting on the income from Social Security to help pay for expenses in retirement. But did you know that once you start receiving Social Security, up to 85% of your benefits may be taxable? In...

Thursday, February 27, 2025

We have all heard bad financial advice at some point in our lives. These misconceptions seem small but end up doing more harm than good. Here are a few of the most common misconceptions we’ve heard repeated by clients. Misconception...

Thursday, February 20, 2025

Warren Buffett once said, "If you mix your politics with your investment decisions, you're making a big mistake.” There appears to be some truth in Buffett’s quote following a contentious 2024 election cycle. Check out the chart below...

Thursday, February 13, 2025

As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings. Money that goes into a Roth IRA is after-tax dollars. Because...

Thursday, February 6, 2025

Are you in your early sixties and hoping to make a splash in your retirement strategy? The SECURE Act 2.0 introduced a $11,250 catch-up contribution for those aged 60-63. This “super catch-up” is part of a new tiered catch-up...

Thursday, January 30, 2025

Stock prices were jolted lower in late January on concerns that a “black swan” event may lead to some restructuring in the artificial intelligence (AI) industry. A Chinese AI firm appears to have developed a competitive AI model that...

Thursday, January 30, 2025

As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings. Money that goes into a Roth IRA is after-tax dollars. Because...

Thursday, January 23, 2025

The SECURE Act 2.0 created a provision to allow people to rollover unused funds from a 529 college savings account to a Roth IRA. Starting in 2024, beneficiaries of 529 college savings accounts are permitted to do a tax-free rollover...

Thursday, January 16, 2025

1. Tax-Free Withdrawals Money that goes into a Roth IRA is after-tax dollars. Because you've already paid taxes on that money, once it is withdrawn, it comes out tax-free. There are some restrictions on those withdrawals if you want...

Thursday, January 9, 2025

Cetera Investment Management is pleased to release its annual Market Outlook for 2025 titled, "The Great Moderation: Riding a Wave of Economic Stability". This coming year could end up being known as the “Great Moderation” as they...

Thursday, January 2, 2025

Budgeting is a powerful first step on the path to building wealth as a young investor. By establishing mindful financial habits now, you can build a solid foundation to support your long-term financial goals. Here are ten budgeting...

Thursday, December 19, 2024

Financial stability often hinges on consistent, strategic decisions. By understanding your cash flow and approaching it with a tax-intelligent mindset, you can help maximize your money’s potential and move closer to long-term goals....

Thursday, December 12, 2024

As you grow and manage your wealth, consider these five tax-efficient investment strategies that could help optimize returns and minimize your tax burden. 1. Strategic Account Selection Strategically placing your assets in different...

Friday, December 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, December 5, 2024

As year-end approaches, there’s still time to ensure you’re on track to pursue your important financial goals now and in the new year. But you’ll need to act soon since most of the strategies discussed here have a deadline of December...

Thursday, November 28, 2024

May your day be filled with all you are thankful for.

Thursday, November 21, 2024

Throughout your career, you’ve likely contributed to an employer-sponsored retirement plan and accumulated retirement assets through other vehicles. When it comes time to leave an employer, whether for a new job or to retire, you have...

Thursday, November 14, 2024

Imagine creating a lasting legacy that supports the causes you care about while also unlocking potential benefits for you and your loved ones. Charitable trusts offer a unique opportunity to do both. What Is a Charitable Trust? A...

Thursday, November 7, 2024

Diversification is widely recognized as a powerful strategy for managing risk in an investment portfolio. However, there is a common misconception that working with multiple Financial Professionals also diversifies risk. In reality,...

Wednesday, November 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, Austin Schaul, CFA®,...

Thursday, October 31, 2024

The importance of having a savings plan can’t be stressed enough. Women have an even greater need than men to begin saving as much as they can early in their careers, since they have a longer lifespan than men1 and typically earn less...

Thursday, October 24, 2024

Start Pursuing Your Wealth Now, See Potential Results in the Future Building your wealth isn’t something that will happen overnight. It’s with time, dedication and creating healthy habits that you’ll be able to potentially increase...

Thursday, October 17, 2024

Your next loan could have more favorable terms. In a world that's moving away from cash and becoming more dependent on credit, you've likely heard financial institutions talk about the importance of credit scores. Whether it was in...

Thursday, October 10, 2024

Manage Your Money More Effectively Not having positive money management habits can have a severe impact not just on your current finances but also on your future finances. Creating and sticking to good habits can help you feel more in...

Tuesday, October 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, October 3, 2024

Do you control your finances, or do your finances control you? If you’re like many people, today’s rapidly changing economic picture and frantic pace of everyday life prevent you from effectively working toward pursuing your most...

Thursday, October 3, 2024

A major strike at our nation’s ports has the potential to disrupt the economy over the next few months. On October 1, around 25,000 dockworkers from Massachusetts to Texas, including 300 in Boston, went on strike as negotiations...

Thursday, September 26, 2024

View this month’s planning video as host Dustin Mendenhall, Avantax Financial Planning Consultant, discusses the importance of education planning. Watch Video

Thursday, September 19, 2024

Life is an amazing journey full of challenges and triumphs. No matter where you are on the journey, preparing can be a key part of success. That’s why we are happy to remind you that September is Life Insurance Awareness Month. Life...

Thursday, September 12, 2024

I want to inform you about significant changes to the estate tax laws that will take effect after December 31, 2025, due to the sunset of the Tax Cuts and Jobs Act (TCJA). These changes may have important implications for your estate...

Friday, September 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, September 5, 2024

September marks the start of College Savings Month! This is the perfect time to focus on preparing for future education expenses. With many of our days filled with work, family, and more, college costs may not always be at the top of...

Thursday, August 29, 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....

Thursday, August 22, 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...

Wednesday, August 14, 2024

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 month’s...

Thursday, August 8, 2024

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 month’s...

Wednesday, August 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, August 1, 2024

I watch many economic trends and business issues evolve as a financial professional. The rapid rise of artificial intelligence (AI) during the past year has been remarkable, and it has spotlighted the fast-paced decision-making in the...

Thursday, August 1, 2024

August is Make a Will Month, a time dedicated to strategizing for the future. You may have seen in the news that Aretha Franklin's loved ones are still caught in a legal battle due to the existence of multiple wills. The lesson from...

Thursday, July 25, 2024

We get regular updates on the Social Security trust fund. In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. Generally speaking, the headline's tone is very...

Thursday, July 18, 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, July 11, 2024

In late December 2022, Congress passed the SECURE Act 2.0, which provides for significant changes to employer-sponsored retirement plans. Many of these changes will help employees save more and give you, the employer, more flexibility...

Tuesday, July 9, 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, July 4, 2024

If you filed a corporate tax extension, you could fund a cash balance and profit-sharing plan by your extension date. This strategy can help increase your retirement plan savings while providing additional tax savings. Read this...

Thursday, June 27, 2024

In late December 2022, Congress passed the SECURE Act 2.0, which provides for significant changes to employer-sponsored retirement plans. Many of these changes will help employees save more and give you, the employer, more flexibility...

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

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, 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, 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...

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

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, 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, 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

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 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 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

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, 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, 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 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 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...

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, 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, 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

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 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 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

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, 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

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, 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

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, 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...

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

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 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 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

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,...

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...

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,...

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...

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

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 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 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...

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...

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

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...

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...

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