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Avantax Market Update

Avantax Market Update – May 2025

by Laurel Jackson on May 15, 2025
Categories
Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April and then provides an update on the US Dollar, the economic landscape, first quarter earnings and our outlook going forward.
Avantax Market Update

Avantax Market Update – April 2025

by Laurel Jackson on Apr 7, 2025
Categories
Investments
Finance
Education
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for March and then shifts to an update on the economy, earnings and our outlook going forward.
Avantax Market Update

Avantax Market Update – March 2025

by Laurel Jackson on Mar 6, 2025
Categories
Finance
Education
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax provides a recap of returns for February and then shifts to an update on policies in Washington, a slowing economy and our outlook going forward.
Avantax Market Update

Avantax Market Update – February 2025

by Laurel Jackson on Feb 10, 2025
Categories
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 quarter earnings, policies and our outlook going forward.
Avantax Market Update

Avantax Market Update – January 2025

by Laurel Jackson on Jan 13, 2025
Categories
Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, discusses returns for December and then shifts to a discussion around the key themes that are top of mind as we head into the New Year.
Two people having a picnic by a lake

How do I Start Planning for Retirement?

by Laurel Jackson on Apr 25, 2022
Categories
Retirement
If you haven't started planning for retirement yet, it's not too late.

Get in Touch

425-489-3416
ljackson@pacificcrestfs.com

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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 ManagementSM 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.

Content, links, and some material within this website may have been created by a third party 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 ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

 

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