Avantax Planning Partners

Avantax Planning Partners Avantax Planning Partners℠ collaborates with accounting firms across the nation to provide a holistic approach to wealth management for their clients.

Avantax Planning Partners engages with accounting firms and professionals to meet the wealth management needs of their clients. We work in partnership with accounting firms to leverage investment, insurance, and retirement planning opportunities with tax planning advice. Through this unique approach, Avantax Planning Partners, and our strategic partners, have helped clients stay on track with thei

r comprehensive wealth management goals. Avantax WM Holdings℠ is the holding company for the group of companies providing financial services under the Avantax® name. Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Insurance services are offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019.

10/25/2023

It’s been a mixed bag in the early stages for Q3 corporate earnings reports. Key economic releases include the first estimate of third-quarter GDP on Thursday and the PCE Price Index, the Fed’s preferred measure of inflation, on Friday.

10/24/2023

Both U.S. and international stocks were lower on the week with the S&P 500 index snapping a three-week streak of gains, ending the week 2.4% lower. The first estimate of third-quarter GDP growth and earnings from tech giants Amazon, Meta, and Microsoft, among others, are due out this week.

10/18/2023

The S&P 500 is up about 0.50% with the Russell 2000 higher by more than 2% this week. September retail sales rose 0.7% against forecasts for a 0.3% increase. Early earnings reports have been better than expected and will be closely followed in the coming days.

10/16/2023

The S&P 500 index up by 0.47% and the MSCI EAFE was up about 1% to finish the week. Earnings reports this week will give investors a look at the health of the big banks, airlines, and media companies, among others. Analysts expect third-quarter earnings to show year-over-year growth of around 1.3%.

10/11/2023

Stocks rallied early this week while Treasury yields retreated from 16-year highs. The September Producer Price Index (PPI) increased 0.5%, against expectations of a more moderate 0.3% increase. CPI report will be released Thursday morning.

Congratulations to our friends named to Accounting Today's 2023 Best Firms to Work For list, including Anglin Reichmann ...
10/11/2023

Congratulations to our friends named to Accounting Today's 2023 Best Firms to Work For list, including Anglin Reichmann Armstrong PC and Sassetti LLC! It's our privilege to support these remarkable teams every day.

10/09/2023

U.S. stocks finished the week higher with the S&P 500 index up by 0.5%. Interest rates have trended higher with expectations that the Fed will keep rates higher-for-longer. Key inflation data will be reported on Thursday this week.

10/06/2023

In this month’s market update video, Ivan P Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through September and discusses the Federal Reserve, the potential for a government shutdown and our outlook for the remainder of the year.

10/04/2023

Treasury yields reached their highest levels since 2007 with higher interest rates the primary driver behind the recent market struggles. Mortgage demand hit its lowest point since 1996. Bureau of Labor’s nonfarm payrolls report is due out Friday, Oct. 6.

10/03/2023

Congress passed a short-term funding bill and avoided a shutdown. The S&P 500 index was down 0.7% for the week, finishing its worst month of the year. The PCE Price Index decline reflects a slowing improvement of inflation.

09/28/2023

For September, the S&P 500 is on pace to finish lower by nearly 5% with stocks in the energy sector are on pace to be the lone gainer. New home sales and consumer confidence data this week missed consensus estimates though durable goods orders for August came in stronger than expected.

09/26/2023

The S&P 500 index was lower by 2.9% on the week and now is down about 4% for September. Markets now turning to concerns over a possible government shutdown Oct. 1. The PCE Price Index, the Fed’s preferred measure of inflation, comes out Friday.

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3390 Asbury Road
Dubuque, IA
52002

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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