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.

Having a basic understanding of these two types of retirement accounts, along with their potential advantages and drawbacks, can equip you to make more informed decisions about saving and investing for retirement.

Even if retirement isn’t in your immediate future, saving and investing now can help you live comfortably after you’re done working.

When talking to a parent about future care, it’s best to have a strategy for structuring the conversation. Here are some key concepts to consider.

Of those aged 60 and older, 12 to 18 percent have mild cognitive impairment.

In this article, we’ll break down some of the most common social security myths.

Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider.

In 2001 Congress passed a law that can help older workers make up for lost time. But few may understand how this generous offer can add up over time.