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.

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.

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.

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.

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

While economic headwinds may create obstacles, building wealth is still possible through intentional planning and consistent action.

For the average investor, the financial landscape can sometimes feel like a complex maze with limited access to certain investment opportunities.

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.