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Blog

Kathleen | Mar 27, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Kathleen | Feb 27, 2025

Avantax Market Update – February 2025

Education
Risk Management
Finance
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for January and then shifts to an update on 4th
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Kathleen | Dec 27, 2024

Avantax Market Update – December 2024

Tax Planning
Risk Management
Finance
Investments
Education
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for November and then shifts to a discussion
Read More
Kathleen Hall | Nov 6, 2024

Avantax Market Update – October 2024

Education
Finance
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for September and then shifts to discussion around
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A grove of orange trees.
Kathleen Hall | Nov 6, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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A woman standing and smiling in a busy office building.
Kathleen Hall | Nov 6, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Avantax Market Update
Kathleen Hall | Nov 6, 2024

Avantax Market Update – November 2024

Finance
Education
Investments
Risk Management
In this month’s market update video, Austin Schaul, CFA®, Investment Research Principal at Avantax recaps returns for October and then shifts to discussion
Read More
Professionally dressed man and woman looking at a tablet
Kathleen Hall | May 11, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Hands holding a small wrapped present
Kathleen Hall | May 11, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Elderly woman doing yoga in a park
Kathleen Hall | May 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. 

Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.  Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. 

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.  The return and principal value of investments will fluctuate as market conditions change.  When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index.  Past performance is not a guarantee of future results.  Diversification nor Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

Content, links, and some material within this website may have been created by Snappy Kracken for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries.  Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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