Birch Tax Service

07/26/2025

Surprising facts and timeless habits reveal how millionaires build and keep their wealth.

07/03/2025

05/13/2025

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 Dollar, the economic landscape, first quarter earnings and our outlook going forward.

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 ...

08/13/2024

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for July and then shifts to discussion around the recent market rotation, the Federal Reserve, earnings and the outlook going forward.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for July and then shifts to discussion around th...

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...

12/31/2021

09/20/2021

The pandemic has had more than its fair share of surprising economic effects.

06/24/2021

Enjoying the Avantax annual conference party.

01/04/2021

Happy New Year!
Looking forward to working with you during tax season. Indeed there are many changes to consider for both 2020 and beyond. We'll go through them carefully.
Have a great week.