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Blog

Glen Zaugg | Mar 7, 2023

Avantax Market Update - March 2023

Finance
Retirement
Investments
Education
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns for February then discusses the Fed’s flight against
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Glen Zaugg | Feb 20, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Glen Zaugg | Feb 17, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Glen Zaugg | Feb 10, 2023

Avantax Market Update - February 2023

Finance
Education
Investments
Retirement
In this month’s market update video, Head of Research, Austin Schaul, CFA®, provides a market update for February. He recaps returns for January and then shifts
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Glen Zaugg | Feb 6, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Glen Zaugg | Jan 24, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Glen Zaugg | Jan 17, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Glen Zaugg | Jan 13, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Glen Zaugg | Jan 9, 2023

Avantax Market Update – January 2023

Finance
Education
Investments
Retirement
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
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Glen Zaugg | Dec 16, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Glen Zaugg | Dec 12, 2022

Top 5 Financial Terms You Should Understand

Finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

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Glen Zaugg | Dec 9, 2022

Avantax Market Update - December 2022

Finance
Investments
Retirement
Education
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for December. He recaps market returns and
Read More

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Orem Office

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Orem, UT 84058

 

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Vernal, UT 84078

Contact Info

801-221-4700
contact@msftaxes.com

     

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Securities offered through Avantax Investment ServicesSM, Member FINRA/SIPC, Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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