In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, discusses returns for December and then shifts to a discussion
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Is your retirement savings on track?
If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps February and then discusses the Federal Reserve, interest
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What’s your ideal retirement?
Traveling? Practicing your favorite hobbies? Caring for loved ones?
Whatever you envision, creating a plan of action can feel
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Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.
It can be the perfect time to refresh financial tasks and dust off your
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How many of your financial choices are based purely on logic?
It could be fewer than you think.
That’s because most of us make money decisions with our emotions
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for March then shifts to a discussion on the
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How much do you need to retire wealthy?
Believe it or not, there’s no set number for anyone.
Lifestyle and the quality of your retirement plan are certainly
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Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than
When are you going to retire?
How did you make that decision?
Many of us look at finances and health when we’re deciding when to retire.
Whether or not we realize
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for November and then shifts to a discussion
Read More
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and
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