Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps February and then discusses the Federal Reserve, interest rates, inflation and our outlook for the months ahead.
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps February and then discusses the Federal Reserve, interest rates, inflation and our outlook for the months ahead.
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps January and discusses the Federal Reserve, economy, corporate earnings and our outlook for the months ahead.
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before. 1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an...
