Financial planning is a journey, and having faith in the future matters.

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Long-term investing is a journey, filled with perceptual hurdles, cognitive mistakes, nuance, hard analysis and constant change. However, knowing what you believe helps to illuminate the path before you more clearly, and your conviction precedes the great action of honoring promises to those you love.

This whitepaper defines our beliefs about investing by tapping into our system of beliefs, values and tenets.

Our beliefs are important not only because they determine the actions of Avantax and our investment management decision-makers but also — and more importantly — because we can deliver the greatest results for our clients when we have mutual agreement in these beliefs.