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Ensuring all pieces of your wealth plan work together in a tax-optimized manner today and in the future. Learn More
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Meet The Team

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Income Planning

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Access to the Latest Financial News and Wealth Planning Tools

Avantax Market Update - July 2025 icon

LATEST INSIGHTS

Avantax Market Update - July 2025

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.

Two Wealth Management Firms Announce Merger Negotiations icon

LATEST INSIGHTS

Two Wealth Management Firms Announce Merger Negotiations

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.

Avantax Market Update - June 2025 icon

LATEST INSIGHTS

Avantax Market Update - June 2025

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.

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