Gamestop: Robin Hood versus the Hedge Fund Insiders?

I’m sure you’ve heard in the news this week about GameStop – the Reddit traders who through Robinhood and various other platforms have been driving up the stock of GameStop to incredible Heights. 2500% above the beginning of the year. What on earth is going on? And should you even care? A lot of Interesting […]

Capital Gains

So it’s the last video in what has seriously been an eventful year for all of our clients, for all investors the world over and probably for you. At Avion Wealth, our goal is to protect your wealth. And of course, at the end of the year, we’re worried about one last thing: is that, […]

CARES Act – Charitable Giving

2020 is coming to a close. There are gifting opportunities. In fact, the CARES Act has added a few opportunities.

Election Markets – Now What?

So it looks like Biden is on the cusp of taking the White House. And clearly the Republicans are retaining control of the Senate, and the Democrats holding onto the House.

The Value Trap

Last week Dimensional released a report that showed an unprecedented negative outcome for value investing over the last few years.

6 Steps to Protecting Your Wealth During Divorce

A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more stressful. Here are six steps to help keep your finances intact during—and after—a divorce: Step 1. Assess your finances and make a budget As divorce proceedings get underway, take stock […]

Understanding Retirement Income Tax

When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits. Each of these sources is taxed according to its own rules. So, in order to accurately plan for your retirement, you need to know what these rules are, whether (and when) you’re required to […]

How To Protect Against Inflation?

With the central banks throughout the world printing money with abandon, how are we supposed to protect ourselves and our portfolios from the risk, ever-present, of runaway inflation?

IRS Identification Verification Letters – A Scam or For Real?

A lot of our clients have been receiving these IRS Identification Verification notices. Some of these clients have even paid taxes and are wondering “Is this for real; is this fraud?”

How Will This Election Year Affect the Markets?

How will the presidential election impact the markets? There’s a lot of concern out there. Every four years, I feel like I have the same video.