Birch Tax Service

10 Things You Should Know About Millionaires Surprising facts and timeless habits reveal how millionaires build and keep their wealth.

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.

Market Update May 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 ...

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.

Market Update August 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 th...

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.

Market Update January 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 tr...

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

Enjoying the Avantax annual conference party.

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.