Alt Tax & Financial Services Inc

09/16/2025

Tax Tip 2025-62, Sept. 16, 2025 — Planning for retirement may seem daunting, but it’s important to start early. Individual retirement accounts provide tax incentives for people to make investments towards their financial future.

07/04/2025

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for June and then shifts to an update on the Fe...

06/25/2025

Tax Tip 2025-42, June 24, 2025 — Hobbies and businesses are treated differently when it comes to filing taxes. The biggest difference between the two is that businesses operate to make a profit while hobbies are for pleasure or recreation.

06/17/2025

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for May and then shifts to an update on the tra...

06/05/2025

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for May and then shifts to an update on the trade policy, the big beautiful reconciliation bill, corporate credit and our outlook going forward.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for May and then shifts to an update on the tra...

05/06/2025

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 ...

04/04/2025

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 ec...

03/06/2025

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 ...

02/05/2025

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...

01/23/2025

Here is some good information. I've posted this before. Feeling Better Than I Deserve.