For investors who are looking to diversify their mutual fund portfolio with exposure to companies located outside the U.S., there exist two basic choices: A global mutual fund or an international mutual fund.

Imagine not only growing your wealth but also contributing to a healthier planet, promoting social justice, and encouraging ethical business practices.

Balancing philanthropic goals with financial planning can be a complex yet rewarding endeavor.

A sound investing strategy considers short-term volatility without losing sight of long-term objectives.

Regardless of how the markets may perform, consider making the following part of your investment philosophy.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains.

Ancient Chinese merchants were said to have developed a unique way to manage their risk. Your investment portfolio may benefit from the same logic.

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.

Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.