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Blog

Hand holding a page with several charts on it
Glen Zaugg | Sep 16, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Avantax Market Update
Glen Zaugg | Sep 13, 2022

Avantax Market Update - September 2022

Finance
Retirement
Investments
Tax Planning
Savings
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for September. He recaps market returns
Read More
Hand holding a large bundle of balloons
Glen Zaugg | Sep 8, 2022

What to Do With with a Sudden Windfall

Finance
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.
Read More
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Glen Zaugg | Sep 2, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
A couple working in their kitchen together
Glen Zaugg | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
Avantax Market Update
Glen Zaugg | Aug 8, 2022

Avantax Market Update - August 2022

Finance
Risk Management
Investments
In this month’s market update video, Austin Schaul, Head of Research at Avantax Planning Partners, recaps July’s market returns and discusses the economy
Read More
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Glen Zaugg | Aug 5, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Glen Zaugg | Aug 1, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Focused young woman shopping online on her laptop
Glen Zaugg | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
Avantax Market Update
Glen Zaugg | Jul 18, 2022

Avantax Market Update - July 2022

Finance
Risk Management
Investments
View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the economy and
Read More
A teenager holding a yellow and blue longboard talking to her friend
Glen Zaugg | Jul 15, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Read More
Savings
Glen Zaugg | Jul 11, 2022

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

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