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Investment Management Articles

 

Avantax Market Update - July 2025

Avantax Market Update - July 2025

Posted by on July 07, 2025

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.

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Two Wealth Management Firms Announce Merger Negotiations

Two Wealth Management Firms Announce Merger Negotiations

Posted by on June 16, 2025

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.

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Avantax Market Update - June 2025

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.

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All Municipal Bonds Are Not Created Equal

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.

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A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Posted by on April 22, 2025

Let's review some of the forms investment inaction takes.

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Debunking Money Myths: Saving is Impossible in This Economy

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.

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What It Takes to Become an Accredited Investor

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.

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Global vs. International: What’s the Difference?

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.

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A Quick Guide to Socially Responsible Investing

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.

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A Quick Guide to Charitable Trusts

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.

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