Considering donating to a cause? There's a few things you should check first.
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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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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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When universal life insurance debuted in 1982, it quickly became a popular alternative to whole life insurance policies which had been losing favor due to its
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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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In this month's video, Avantax Chief Investment Officer, Ivan Gruhl, provides an update and discusses the following topics:
- Short-term Noise
- Current Challenges
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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At its core, diversification is deliberate uncertainty recognizing that it is difficult to know with particular subset of an asset class, or sector is likely to
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You’ve spent hours figuring out your life insurance needs, researching products and speaking with agents. You’ve been provided with several premium quotes, and
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Many people deal with credit card debt all of their lives with most of them giving little or no thought to what happens with their debt after they die. The fact
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Many investors, especially those still reeling from the 2008 – 2011 stock market roller coaster ride, have developed a low tolerance for volatility. As a result
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Although we are in the business of building wealth for our clients, we are always on the lookout for those “pearls of wisdom” from the ultra-rich that might
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