With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and opportunities going forward in stocks around the globe.
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
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.
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 the year. So, let’s look at some of the positive potential for 2022.
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for March then shifts to a discussion on the Federal Reserve, economic growth and the outlook for earnings in the months ahead.
The return of market turbulence, heightened volatility, and geopolitical uncertainty have dominated the investment landscape as we begin the year 2022. Stocks and bonds alike are firmly in negative territory for the year. The below article talks about the impact of the Russia/Ukraine conflict, the Federal Reserve rates, inflation, and the global economy.
In this month's video, Avantax Chief Investment Officer, Ivan Gruhl, provides an update and discusses the following topics: Short-term Noise Current Challenges Inflation – Here for a While Interest Rates – Liftoff Begins The Economy – still above trend Economic Growth Consumer Finances are in Good Shape Long-term Poise Corrections are Normal Staying Invested Matters Remaining Invested is Critical Diversification Works
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
