Tax Planning

09/29/2025

Rebalancing your portfolio before year-end can help manage risk and lock in gains. Don’t forget to review concentrated positions and private investments.

09/22/2025

Social Security's cost-of-living adjustments tell a story about inflation's ups and downs.

From 0% in 2016 to a peak of 8.7% in 2023, these annual COLA changes reflect the economic reality millions of retirees experience. The current forecast shows 2.7% for 2026, but we'll know for certain in October.

Unlike many tax rules that haven't kept pace with inflation, Social Security benefits have been automatically adjusted since 1975. It's a powerful example of what "adjusted for inflation" can mean in practice.

09/22/2025

Hello

09/20/2025

In this month’s market update video, Ivan Gruhl, CFA®, Chief Investment Officer with Avantax, recaps returns for August and then shifts to an update on the federal reserve, the budget deadline, tariffs and our outlook going forward.

In this month’s market update video, Ivan Gruhl, CFA®, Chief Investment Officer with Avantax, recaps returns for August and then shifts to an update on the f...

09/19/2025

Ready to start the new year strong? Then finish this year strong. Update your budget, refresh your estate plan, and explore income growth opportunities. Your future self will thank you.