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Articles From Lumsden McCormick

Avantax Market Update - August 2022

View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses the following topics.

  • Stellar Month for Stocks and Bonds in July
  • Earnings: Down, Not Out
  • Update on Market Returns
  • The Fed - Aggressively Raising Rates
  • Federal Reserve Outlook
  • Inflation - An Ongoing Concern
  • A Look Back at Historical Volatility

Watch the August 2022 Market Update on YouTube.

Avantax Market Update - August 2022

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Dave is a tax partner with over 30 years’ experience in service to closely-held family-run businesses, high net worth individuals, and for-profit flow-through entities. Dave’s expertise lies in the areas of real estate investments, the oil and gas industry, partnerships, S corporations, and closely held C corporations. His day-to-day activities include investment advisory services, the coordination and delivery of tax planning and compliance services for individuals and businesses. Dave holds his FINRA Series 7 and 66 licenses; he also holds Life, Accident, and Health Insurance licenses. 

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