Markets are closed on Thursday and will close early on Friday. In early trading this week, both the S&P 500 and Dow Jones Industrial Average recorded all-time highs. The Federal Reserve released its November meeting minutes and futures markets are expecting an additional 25-basis-point rate cut at the Fed meeting on Dec. 18. Read the full update here: https://bit.ly/3Z7Webw
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As part of Avantax, a unique community within Cetera Holdings, Avantax Planning Partners? offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Using the Guidance Planning Strategies planning tool, Avantax Planning Partners visually lays out a long-term plan, considering a wide array of financial decisions and their potential impacts on clients’ financial health. Through this unique and proven approach, Avantax Planning Partners and CPA firms help clients make progress toward their financial goals through strategies such as asset management, estate planning, retirement planning, tax planning, risk management and more. Collectively, Avantax had $92.8 billion in total client assets as of Dec. 31, 2023. For more information, please visit us at www.avantax.com Securities offered through Avantax Investment Services?, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Planning Partners?. Insurance services offered through licensed agents of Avantax Insurance Agency?, Avantax Insurance Services?, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
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https://www.avantax.com/planning-partners
Avantax Planning Partners的外部链接
- 所属行业
- 金融服务
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- 51-200 人
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- Dubuque，IA
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- 私人持股
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- Asset Management、Risk Management、Retirement Plan Services、Brokerage、Estate Planning、Tax Planning、Financial Planning和Wealth Managment
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Avantax Planning Partners员工
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The S&P 500 gained 1.7% in total return, while the Russell 2000 (small cap index) rallied nearly 4.5% last week. Higher interest rates continued to weigh on new housing, as October housing starts in the U.S. declined 3.1%. October’s PCE report comes Wednesday with markets expecting core PCE to remain unchanged at 0.3% monthly, corresponding to year-over-year core inflation of 2.8%. Read the full update here: https://bit.ly/4eMsKpr
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The S&P 500 index fell 2.1% while Treasury yields rose last week as concerns about rising interest rates weighed on markets. With 93% of S&P 500 companies reporting third-quarter results as of last Friday, about 75% have reported a positive earnings surprise, according to Factset. Major retailers will report earnings this week. Read the full update here: https://bit.ly/3OlGc8J
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Tune in for this month's Market Update with Avantax Head of Research Austin Schaul, CFA as he recaps the mixed performance of global stocks and a challenging month for bonds in October, plus an economic outlook for the remainder of 2024: https://bit.ly/3Cceicx #Economy #EconomicUpdate #WealthManagement #FinancialPlanning
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Following Donald Trump’s victory in the 2024 presidential election, the S&P 500 jumped more than 2.4% while the Russell 2000 (small cap index) was higher by nearly 6% in early trading on Wednesday. The futures markets continue to price in a nearly 100% probability of a 25-basis-point rate cut at the Federal Reserve’s policy-setting meeting that ends Thursday. Read the full update here: https://bit.ly/3YUdRwB
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The S&P 500 index was down 1.4% last week. October’s nonfarm payrolls increased just 12,000, the slowest monthly pace of increase since 2020. Elections are Tuesday and the Federal Reserve policy meeting concludes Thursday, where markets in near consensus for a 25-basis-point rate cut at the conclusion of the meeting. Read the full update here: https://bit.ly/3NRRPEf
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??? Check out this recent episode of the Yeo & Yeo CPAs & Advisors Everyday Business podcast! Avantax Investment Research Principal Austin Schaul, CFA joined Andrew Matuzak and Matt Cash for a year-in-review of the markets and economy, with insights into key investment trends, consumer strength, inflation, and the global market. Listen here: https://bit.ly/4e4klgF #Economy #WealthManagement #FinancialPlanning #Inflation
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The S&P 500 was down about 0.5% as stocks were mostly lower in early trading this week while the yield on the 10-year Treasury hit its highest levels since July, trading around 4.23% as of Wednesday. In addition to several key earnings reports, existing and new home sales reports and durable goods orders data will be released this week. Read the full report here: https://bit.ly/3BPp8Fd
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Stocks continued to march higher last week and consumer spending data in the U.S. came in better than expected. Investors will get a look at existing and new home sales data on Wednesday and Thursday, followed by durable goods orders on Friday. Read the full update here: https://bit.ly/4hh3Ct8
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The third quarter of this year was a "breadth" of fresh air, as nine of the 11 S&P 500 sectors finished the quarter higher. September was also a strong month for bond returns as interest rates continued to move lower. Ivan P Gruhl, CFA Co-Chief Investment Officer at Avantax shares more in this month's Market Update video: https://bit.ly/4gWG0tO #Investments #Stocks #Bonds #Inflation
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