Risk Management

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns through April and discusses earnings, the economy, the

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

Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule, however, when the structure and

With rates as low and competitive as they have ever been, it's as close to a "buyers" market in life insurance as we'll get. Still, in these cash-strapped times

Throughout its recent history, life insurance has been a paradox for many people. It’s greatly appreciated when it is needed most, at the death of a breadwinner

In this month's video, Avantax Chief Investment Officer, Ivan Gruhl, provides an update and discusses the following topics:

• Short-term Noise 
• Current Challenges