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.