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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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 July and discusses the Federal Reserve
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Would you enjoy your retirement more in the U.S. or abroad?
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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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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, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns through April and discusses earnings, the economy, the
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Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the
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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