
Special Situations Articles
Filing Final Tax Returns for the Deceased
Posted by on May 30, 2023
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.
Countdown to College
Posted by on May 25, 2023
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way—starting in the first year of high school.
Avantax Market Update - November 2022
Posted by on November 07, 2022
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for November. He recaps market returns, discusses earnings, the Federal Reserve and the economy.
Avantax Market Update - October 2022
Posted by on October 11, 2022
In this month’s market update video host Austin Schaul, CFA®, Head of Research at Avantax, provides a market update for October. He recaps market returns, discusses the Federal Reserve, interest rates, the U.S. dollar and our outlook for the remainder of the year.
Avantax Market Update - August 2022
Posted by on August 10, 2022
View the August 2022 Avantax market update video as host Austin Schaul, Haad of Research of Avantax provides an update and discusses market returns, the economy, earnings, and the Federal Reserve.
Avantax Market Update - June 2022
Posted by on June 21, 2022
View the June 2022 Avantax market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the Federal Reserve and our view on the risk of a recession as the economy slows.
Avantax Market Update - May 2022
Posted by on May 31, 2022
This May video provides an update and recounts the top events that have affected the market and economy in the last month.
Retirement in Sight | May 2022
Posted by on May 05, 2022
Take a look at the May 2022 issue of Retirement in Sight.
Monthly Economic Update | March 2022
Posted by on March 03, 2022
Take a look at the March 2022 economic update.