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Estate and Gift Planning Articles

 

Avantax Market Update - May 2024

Avantax Market Update - May 2024

Posted by on May 06, 2024

In the May 2024 market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and opportunities going forward in stocks around the globe.

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Are You Ready for an Estate Tax Sunset?

Are You Ready for an Estate Tax Sunset?

Posted by on May 23, 2023

Although this sunset is coming, the good news is that it's still a few years away.

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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Posted by on May 18, 2023

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

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Avantax Market Update - February 2023

Avantax Market Update - February 2023

Posted by on February 15, 2023

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Avantax Market Update - November 2022

Avantax Market Update - November 2022

Posted by on November 07, 2022

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for November. He recaps market returns, discusses earnings, the Federal Reserve and the economy.

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Avantax Market Update - October 2022

Avantax Market Update - October 2022

Posted by on October 11, 2022

In this month’s market update video host Austin Schaul, CFA®, Head of Research at Avantax, provides a market update for October. He recaps market returns, discusses the Federal Reserve, interest rates, the U.S. dollar and our outlook for the remainder of the year.

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Avantax Market Update - August 2022

Avantax Market Update - August 2022

Posted by on August 10, 2022

View the August 2022 Avantax market update video as host Austin Schaul, Haad of Research of Avantax provides an update and discusses market returns, the economy, earnings, and the Federal Reserve.

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Avantax Market Update - June 2022

Avantax Market Update - June 2022

Posted by on June 21, 2022

View the June 2022 Avantax market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the Federal Reserve and our view on the risk of a recession as the economy slows.

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Avantax Market Update - May 2022

Avantax Market Update - May 2022

Posted by on May 31, 2022

This May video provides an update and recounts the top events that have affected the market and economy in the last month.

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Retirement in Sight | May 2022

Retirement in Sight | May 2022

Posted by on May 05, 2022

Take a look at the May 2022 issue of Retirement in Sight.

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