
Investment Management Articles
Avantax Market Update - June 2025
Posted by on June 03, 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.
All Municipal Bonds Are Not Created Equal
Posted by on May 01, 2025
The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds.
A Decision Not Made Is Still a Decision
Posted by on April 22, 2025
Let's review some of the forms investment inaction takes.
Debunking Money Myths: Saving is Impossible in This Economy
Posted by on March 20, 2025
While economic headwinds may create obstacles, building wealth is still possible through intentional planning and consistent action.
What It Takes to Become an Accredited Investor
Posted by on February 25, 2025
For the average investor, the financial landscape can sometimes feel like a complex maze with limited access to certain investment opportunities.
Global vs. International: What’s the Difference?
Posted by on October 01, 2024
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.
A Quick Guide to Socially Responsible Investing
Posted by on September 17, 2024
Imagine not only growing your wealth but also contributing to a healthier planet, promoting social justice, and encouraging ethical business practices.
A Quick Guide to Charitable Trusts
Posted by on September 12, 2024
Balancing philanthropic goals with financial planning can be a complex yet rewarding endeavor.
Best-Performing Assets Classes
Posted by on August 22, 2024
A sound investing strategy considers short-term volatility without losing sight of long-term objectives.
Diversification, Patience, and Consistency
Posted by on June 18, 2024
Regardless of how the markets may perform, consider making the following part of your investment philosophy.