Cepak Financial Services

01/09/2023

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for January. He recaps 2022 and all that transpired and provides an outlooks for the economy and markets going forward.

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for January. He recaps 2022 and all that tr...

12/30/2022

There's no real way to sum up this past year so let's just put it in the rear view and keep moving forward. A wise person once said, "Tough time never last ..... tough people do." CHEERS to a happy, healthy and brighter New Year!!!

11/23/2022

Happy Thanksgiving to all our clients, family and friends! Enjoy this time with your loved ones! We are forever THANKFUL for the trust you show in us! -Rick & Brad

02/25/2022

The return of market turbulence, heightened volatility, and geopolitical uncertainty have dominated the investment landscape as we begin the year 2022. Stocks and bonds alike are firmly in negative territory for the year.

https://www.avantax.com/blog/market-turbulence-rates-and-russia/

12/31/2021

Dearest Clients, Family, Friends...

We wish you all good health and great happiness in the new year.

Whatever craziness lies ahead...always know...

We’re here for you in 2022!

01/03/2021

11/25/2020

Friends, Family, Clients...Happy Thanksgiving to all of you. We are very Thankful for your friendship and the trust you put in us especially in a year as difficult as this one. Be safe and enjoy the holiday. -Rick & Brad

03/27/2020

When markets shift, experienced investors stick to their strategy.

02/07/2019

From education planning to retirement planning — management prepares you for issues that could impact your financial future.

12/20/2018

Are you this year? You may want to consider -smart, holistic wealth management options to help ensure your finances aren’t impacted by -reform changes.