
Estate and Gift Planning Articles
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.
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.
Managing Probate When Setting Up Your Estate
Posted by on November 08, 2022
What can you do to help your heirs?
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.
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.
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.
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.
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.