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Asset Management, Videos

A calculator, glasses and pen on top of papers.
Asset Management Videos
The Power of Direct Indexing
By Glenn Farkas |
July 24, 2024 |
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Watch this video to see how direct indexing can provide a more customized and transparent portfolio that...
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A close up of the words private equity and private equity
Asset Management
Private Equity Returns vs Higher Interest Rates
By Glenn Farkas |
July 24, 2024 |
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Many investors have questions regarding the potential for private equity to keep delivering outsized...
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A man holding onto a balloon with an arrow going up.
Asset Management
S&P & Nasdaq Hit All-Time Highs (again)
By Glenn Farkas |
July 10, 2024 |
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The S&P 500 and the Nasdaq continue to set new index highs, boosted by the promise of AI and potential...
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A graphic showing the key considerations for analyzing a roth conversion.
Asset Management
Should you make annual Roth IRA conversions?
By Glenn Farkas |
July 5, 2024 |
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If you've accumulated a significant portfolio balance in your traditional IRA, you may want to consider...
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Asset Management Events
Hedging Portfolio Risk with Structured Notes
By Glenn Farkas |
July 5, 2024 |
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Thursday, July 25th from 12 noon - 1pm: Please join us for an informal discussion on Structured Notes...
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Asset Management Events
Will you run out of money in retirement?
By Glenn Farkas |
May 16, 2024 |
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Thursday, July 4th from 5:30pm-10pm: Please join us at for a Rock & Roll/Retirement event in Rosemon...
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A picture of the volatility index.
Asset Management
Understanding Market Volatility and the VIX Index
By Glenn Farkas |
May 14, 2024 |
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If you regularly watch the financial news, you'll hear the market pundits discussing market volatility...
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A pink piggy bank sitting next to some books
Asset Management
How to convert College 529 Plans into Roth IRAs for your Beneficiaries
By Glenn Farkas |
April 20, 2024 |
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For those families with significant wealth, supercharging your child's college 529 plan can also help...
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Asset Management
HSA Triple Play – The only triple-tax advantaged vehicle for long-term growth
By Glenn Farkas |
March 6, 2024 |
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When it comes to savings and investing, the Holy Grail of tax-deferred contributions, tax-free growth...
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Asset Management Business Solutions
Stock Market Plunge: Have A Plan
By Glenn Farkas |
March 19, 2020 |
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Coronavirus has been plaguing the stock market for weeks pushing the markets to record lows! Market volatility...
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Avista Financial Network, Inc. (DBA Avista Wealth Management) is a Registered Investment Advisor in the state of Illinois.

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

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