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Blog

Edward Heller | Aug 18, 2025

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Edward Heller | Aug 14, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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Edward Heller | Aug 11, 2025

Avantax Market Update - November 2022

Finance
Investments
Tax Planning
Education
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for November. He recaps market returns
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Edward Heller | Aug 7, 2025

Avantax Market Update – August 2025

Finance
Education
Investments
In this month’s market update video, Austin Schaul, CFA®, Head of Research at Avantax, recaps returns for July and then shifts to an update on the economy
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Edward Heller | Aug 4, 2025

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Edward Heller | Jul 31, 2025

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Edward Heller | Jul 28, 2025

Avantax Market Update - December 2022

Finance
Investments
Retirement
Education
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for December. He recaps market returns and
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Edward Heller | Jul 24, 2025

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Edward Heller | Jul 21, 2025

Avantax Market Update – January 2023

Finance
Education
Investments
Retirement
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for January. He recaps 2022 and all that
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Edward Heller | Jul 17, 2025

Avantax Market Update - February 2023

Finance
Education
Investments
Retirement
In this month’s market update video, Head of Research, Austin Schaul, CFA®, provides a market update for February. He recaps returns for January and then shifts
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Edward Heller | Jul 14, 2025

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Edward Heller | Jul 10, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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