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Wednesday, November 8, 2023

The S&P 500 notched its eighth consecutive day of positive returns on Tuesday. The recent rally comes on the heels of relatively strong third-quarter earnings results.

Wednesday, November 1, 2023

The S&P 500 index was down about 2.2% in October as major indices are coming off a third-consecutive losing month.

Wednesday, October 25, 2023

It’s been a mixed bag in the early stages for Q3 corporate earnings reports. Key economic releases include the first estimate of third-quarter GDP on Thursday and the PCE Price Index, the Fed’s preferred measure of inflation, on Friday.

Wednesday, October 18, 2023

The S&P 500 is up about 0.50% with the Russell 2000 higher by more than 2% this week. September retail sales rose 0.7% against forecasts for a 0.3% increase. Early earnings reports have been better than expected and will be closely...

Tuesday, October 17, 2023

On October 16, 2023, the IRS announced another tax-filing and tax-payment deadline extension for individuals and businesses in California that were affected by last winter's storms in the state. Here's what you need to know.

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Wednesday, October 11, 2023

Stocks rallied early this week while Treasury yields retreated from 16-year highs. The September Producer Price Index (PPI) increased 0.5%, against expectations of a more moderate 0.3% increase. CPI report will be released Thursday morning.

Friday, October 6, 2023

Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through September and discusses the Federal Reserve, the potential for a government shutdown and our outlook for the remainder of the year.

Wednesday, October 4, 2023

Treasury yields reached their highest levels since 2007 with higher interest rates the primary driver behind the recent market struggles.

Monday, October 2, 2023

During September 2023, CalSavers began issuing notices to employers who are not in compliance with the California business retirement program. If you own a company in California with at least one employee, there are some things you need to

Friday, September 29, 2023

For September, the S&P 500 is on pace to finish lower by nearly 5% with stocks in the energy sector are on pace to be the lone gainer. New home sales and consumer confidence data this week missed consensus estimates though durable...

Monday, September 18, 2023

On September 14, 2023, the IRS announced the they will stop processing any new ERC claims immediately. The decision was made to halt the processing of new claims from now until at least the end of 2023 due to a significant number of...

Thursday, September 14, 2023

The S&P 500 was higher by about 0.50% mid-week. August CPI inflation showed core inflation (excludes food and energy) at 4.3% and headline prices up 0.6% (3.7% increase on annual basis) with oil prices the primary driver. Read More

Tuesday, September 12, 2023

You see all of the advertisements for wealth management services, but what is the difference between a wealth manager and a financial advisor? What services do each offer, how do they differ, and what should you look for when choosing...

Friday, September 8, 2023

Global stocks traded lower this week with the S&P 500 down about 1%, the Russell 2000 (small cap index) falling about 2% and the MSCI EAFE declined by about 1%. The Federal Reserve is expected to keep rates unchanged at next...

Saturday, September 2, 2023

The S&P 500 (total return) was higher by nearly 2.3% as of mid-week. The second estimate of Q2 real GDP came in lower than expected at 2.1% on an annualized basis. PCE Price Index, monthly employment report later this week. Read More

Thursday, August 24, 2023

After a significant pullback during the first half of the month, stocks ticked higher in early trading this week. The Fed’s GDPnow model projects real GDP to increase by more than 5% in the third quarter. Read More

Thursday, March 9, 2023

Feb 23, 2023 - The IRS announced that California taxpayers affected by winter storms, flooding and mudslides have an extended deadline of October 16, 2023 to file certain business and individual tax returns, including making tax payments.

Tuesday, March 7, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video, Avantax Chief...

Wednesday, March 1, 2023

The Dow Jones Industrial Average and the S&P 500 were down about 4.2% and 2.6%, respectively, in February. Thursday brings the Job Openings and Labor Turnover report. Read more.

Wednesday, February 22, 2023

The S&P 500 was lower by about 2% on Tuesday, marking the worst day of 2023 thus far. The personal income and outlays report, a key release, is due Friday. Read more.

Monday, February 20, 2023

Global stocks were largely unchanged last week as investors continue to decipher monetary policy and inflation. In the U.S., the S&P 500 index finished the week lower by 0.2%, but still is up 6.5% for the year. Read more.

Thursday, February 16, 2023

The January CPI report showed hotter-than-expected inflation as stocks and bonds trended higher. The advance estimate of retail sales was stronger than expectations, showing a 3% jump. Read more.

Monday, February 13, 2023

Investors continued to evaluate the implications of monetary policy and mixed corporate earnings last week. The CPI report for January will be released Tuesday. Read more.

Thursday, February 9, 2023

Stocks were relatively unchanged as investors digested corporate earnings and comments from Fed Chair Jerome Powell. Markets now are pricing in two additional 0.25% (25 basis point) interest rate hikes for the remainder of the year....

Tuesday, February 7, 2023

The S&P 500 index was up 1.6% last week, a five-month high. Friday’s monthly employment report showed unemployment fell to 3.4%, the lowest level since 1969. Read more.

Thursday, February 2, 2023

The S&P 500 posted its best January since 2019, while the NASDAQ recorded its best January in 22 years. Market heavyweights to report fourth-quarter earnings this week. Read more.

Friday, January 27, 2023

Markets mixed after latest batch of corporate earnings reports. Personal consumption expenditure (PCE), a key inflation gauge for the Fed, and GDP data coming this week. Read More

Saturday, January 21, 2023

Earnings reports from banks were mixed this week. Inflation data shows declining prices while retail sales fell more than expected. Read more.

Wednesday, January 18, 2023

View this month's planning video as host Gene Bell discusses what’s new and important for taxpayers to be aware of as you prepare for filing season. Watch Video

Tuesday, January 17, 2023

Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes.The Dow Jones Industrial Average...

Monday, January 16, 2023

The S&P 500 index rose 2.7% as investors were encouraged by indications of declining inflation. Key economic data, including a large calendar of earnings, are due this week. Read more.

Friday, January 13, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Thursday, January 12, 2023

Technology and communications stocks were notably higher as the Nasdaq composite index rallied nearly 2%. Markets are looking toward Thursday’s CPI inflation report. Read more.

Tuesday, January 10, 2023

Positive returns last week for stocks and bonds as markets respond to strong labor data and lower-than-expected wage growth. Consumer prices report due Thursday. Read more.

Monday, January 9, 2023

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video, Avantax Chief...

Friday, January 6, 2023

U.S. stocks are off to a slow start in the new year while international markets get a boost from encouraging inflation data. Important U.S. jobs report will be released Friday. Read more.

Tuesday, January 3, 2023

The S&P 500 finished 2022 down 18.1%, its worst performance since 2008. The monthly employment report, the first key economic report of 2023, comes out Friday, Jan. 6.   Read more.

Saturday, December 31, 2022

The standard mileage rates for 2023 have been released by the IRS. They are:Business: 65.5 cents per mileCharity: 14 cents per mileMedical/moving: 22 cents per mileIRS NoticeTo defend the mileage deduction, please follow proper...

Thursday, December 29, 2022

With little change this week, the S&P 500 is on track for its worst year since 2008. Report shows climb in wholesale inventories, beating expectations. Home sales, jobs data due this week. Read more.

Monday, December 26, 2022

In response to higher interest rates, recessionary concerns persist. On the data front, November’s new home construction and permits continued to decline as borrowing costs continue to hamper affordability and demand. ...

Monday, December 19, 2022

In the U.S., the S&P 500 index ended 2.1% lower as markets digested the news from the latest Federal Reserve meeting. The Fed delivered a 50bp (0.50%) rate hike for December and raised its projection for the peak Fed funds rate by 50bp...

Wednesday, December 14, 2022

The S&P 500 was more than 2% higher this week after CPI data showed headline inflation rose at a modest rate. A 50-basis-point rate hike is expected following the Fed meeting on Wednesday. Read more.

Monday, December 12, 2022

In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax.In this month’s market update video, Avantax Chief...

Thursday, December 8, 2022

Stocks trended down the first half of the week. Ahead of December Fed meeting, inflation data (PPI, CPI) set for release Friday and next Tuesday, respectively. Read more.

Monday, December 5, 2022

Major global markets saw stocks move higher. With the core PCE price index, a key inflation indicator, falling in November, Fed chair indicated a possible slowing of rate hikes. Read more.

Wednesday, November 30, 2022

S&P 500 rallied about 2% in November, overshadowed by the strong performance of international stocks. Friday will bring the widely followed jobs report for October. Read more.

Monday, November 28, 2022

U.S. stocks traded higher in the holiday-shortened week. Key reports this week will provide clues to the status of inflation and the strength of the labor markets. Read more.

Wednesday, November 23, 2022

Stocks were higher in the holiday-shortened trading week. Investors will get a look at the durable goods report on Wednesday followed by the release of November’s FOMC meeting minutes. Read more.

Wednesday, November 23, 2022

2023 Key FiguresThe common tax tables have been released by the Internal Revenue Service (IRS). Please find the tables in the link.Please use these tables for your tax planning. If you have tax questions, please don't hesitate...

Monday, November 21, 2022

In the U.S., the S&P 500 index was down 0.6% for the week. While higher inflation might be pinching consumer wallets, recent economic data still point to a resilient consumer. Read more.

Thursday, November 17, 2022

Recent inflation reports help quell inflationary fears as markets now are pricing in a 50-basis-point rate hike for December Fed meeting. Retail sales in October beat expectations. Read more.

Tuesday, November 15, 2022

View this month's planning video as host, Scott Walloch, Avantax Financial Planning Consultant discusses a key piece of a comprehensive, tax-smart retirement plan – Social Security. Watch Video

Monday, November 14, 2022

View this month's planning video as host, Scott Walloch, Avantax Financial Planning Consultant discusses a key piece of a comprehensive, tax-smart retirement plan – Social Security. Watch Video

Friday, November 11, 2022

With inflation hovering near 40-year highs, some investors are looking for investments that keep pace with rising prices. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation...

Friday, November 11, 2022

Stocks were relatively unchanged for the week as investors digested corporate earnings alongside midterm election results. October’s CPI report due Thursday. Read more.

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...