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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Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns through April and discusses earnings, the economy, the
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In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns through May, discusses the Federal Reserve, economic
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In this month’s market update video, Head of Research at Avantax, Austin Schaul, CFA® recaps returns through the first half of 2023 and discusses the Federal
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Would you enjoy your retirement more in the U.S. or abroad?
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Tax season might not spark joy, but a refund sure can.
In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns through July and discusses the Federal Reserve
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What do you do when faced with a complex financial challenge?
Do you seek an immediate solution, or do you take the time to fully understand the issue before
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
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In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through August, discussed the Federal Reserve, the
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Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where
