It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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 remainder of the year.
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.
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, our outlook on inflation, the economy and earnings and valuations going forward.
Here are some things to consider if your financial anxiety is keeping you up at night.
In this month’s market update video host Austin Schaul, CFA®, Head of Research at Avantax, provides a market update for October. He recaps market returns, discusses the Federal Reserve, interest rates, the U.S. dollar and our outlook for the remainder of the year.
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding student loans? Let's navigate this new financial landscape together.
