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
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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
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Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns for Q1 then discusses the banking turmoil, the economic
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In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns for February then discusses the Fed’s flight against
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From retirement savings to living abroad, here are some of our commonly asked questions.
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Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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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
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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.
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Looking for a financial professional? Here are some tips to see if someone is a good fit.
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The return of market turbulence, heightened volatility, and geopolitical uncertainty have dominated the investment landscape as we begin the year 2022. Stocks
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With the popularity of robo-advisors, are financial professionals still necessary?
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