AVITAS WEALTH MANAGEMENT’S OCTOBER 31, 2024, MARKET UPDATE WEBINAR

Topics Covered: Fixed income markets Equity markets Tax legislation Our Avitas Wealth Management  Quarterly Market Webinar from Thursday October 31,...

Three Things To Consider Before You Downsize In Retirement

Often retirees have planned to downsize their homes once they hit their retirement years by selling off a family home that is too large for their...

Navigating Family Enterprise Risks

When asked about succession planning, many people outside of a family business think of “Succession" a gripping drama series that follows the power...

A Seven Step Guide To Caring For Aging Parents

Aging gracefully is an integral part of life's journey. As we mature, there comes a time when we may reciprocate the care our parents once provided...
Reuters Interviews Russell Evans – Managing Principal/Chief Investment Officer
'Don't try to outsmart the market'  Russell Evans, Managing Principal and Chief Investment Officer at Avitas Wealth Management, advised on Monday (Oct. 31) against trying to predict which ...
How to position your portfolio amid a strong US dollar: Experts weight in
The U.S dollar (DX-Y.NYB) has been on a tear this year, and foreign currencies sliding against the greenback is causing trouble for countries with debt and trade invoices denominated in ...
Retirement contribution limits for 2023 jump by record amount
Americans can sock away much more money next year in their retirement accounts — thanks to higher prices. The Internal Revenue Service on Friday released the maximum annual contributions to ...
how to choose the best charitable giving strategy
It’s easy to transfer cash when a charity pulls at your heartstrings. But other giving strategies may provide a bigger tax break, financial experts say. Despite economic uncertainty, nearly 70% ...
AVITAS WEALTH MANAGEMENT’S October 20, 2022, MARKET UPDATE WEBINAR
  Topics Covered: Fixed Income Markets Equity Markets End of Year Reminders   A replay of the Avitas Wealth Management call from Thursday, October 20, 2022 is now available. Please call ...
Many People Avoid Estate Planning – How Advisors Can Help
Advisors should double down on efforts to convince clients to craft or update their estate plans, a new survey suggests. Only about a third of Americans have an estate plan—34%—according to a ...
Russell evans was quoted: Reaction to today’s jobs report
“One month of slowing job growth is likely not enough for the Fed to make any drastic changes to its policy and we would need to see several months of a weakening employment picture in order ...
As Home Sale Prices Surge, a Tax Bill May Follow
Single sellers can exclude $250,000 from their taxable profit and married sellers $500,000. The amounts haven’t changed in 25 years. It has been a seller’s market for houses in recent ...
Russell Evans featured on cheddar news
Russell Evans of Avitas Wealth Management was recently featured on a segment with CheddarTV discussing the recent market gains. Check out the segment below to hear what led to these gains ...

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