Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.
Then comes a quieter assumption
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.
The plan is right there in the drawer
It rarely starts calmly.
A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.
And
The Dow crosses 45,000. Your brain whispers: "This has to be the top."
The market drops 15%. Your brain screams: "Get out before it gets worse!"
Different
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and
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