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Blog

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
Read More
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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Edward Heller | Jul 7, 2025

Avantax Market Update – July 2025

Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for June and then shifts to an update on the
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Edward Heller | Jul 3, 2025

Avantax Market Update - March 2023

Finance
Retirement
Investments
Education
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns for February then discusses the Fed’s flight against
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Edward Heller | Jun 30, 2025

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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925 Westchester Avenue,
White Plains, NY 10604

  • P | 914-422-3344
  • F | 914-422-5746
  • E | edward@hfcpas.com
  • E | carmine@hfcpas.com

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