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.

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.

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.

Trying to save over a lifetime can sometimes feel a bit like a tug-of-war between the present and the future.

Estate planning, or legacy planning, can play a critical role in your ability to save for and shape your family’s financial future.

Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.

If you’re the parent of a child with special needs, it’s vital to ensure your child will continue to be provided for after you’re gone.

In exchange for fixed premiums, an insurance company promises to pay a set benefit when the policyholder dies, but also offers additional benefits as well.

The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; however, it may not be appropriate for every individual.

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.