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
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In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for September. He recaps market returns
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A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can
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
Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Let’s face it, 2022 has had a rocky start. We’ve seen a lot of selling, a lot of volatility, and rebalancing among asset classes during these first few weeks of
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Let’s face it, 2022 has had a rocky start. We’ve seen a lot of selling, a lot of volatility, and rebalancing among asset classes during these first few weeks of
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Considering donating to a cause? There's a few things you should check first.
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Tax scams are likely to increase over the next few months. Here’s how to spot one.
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April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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