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Income Planning
Developing a comprehensive retirement management strategy centered around your income and personal goals. Learn MoreAccess to the Latest Financial News and Wealth Planning Tools
LATEST INSIGHTS
Avantax Market Update - July 2025
The Avantax Market Update video for July 2025 features Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax. The Market Update recaps return for June and then shifts to an update on the Federal Reserve, Corporate Earnings and our outlook going forward.
LATEST INSIGHTS
Two Wealth Management Firms Announce Merger Negotiations
In a strategic move to enhance their service offerings and expand their market presence, Lumsden & McCormick Financial Services, LLC and Lifetime Wealth Management Group, Inc. are pleased to announce that they are in negotiations to merge.
LATEST INSIGHTS
Avantax Market Update - June 2025
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax discusses market recovery in May, bond market challenges, trade policy uncertainty, and a positive corporate outlook.