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Articles From Lumsden McCormick

Avantax Market Update - October 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.

  • Volatile Month in the Markets
  • Inflation
  • What's the Yield?
  • Real Rates
  • Surging Dollar
  • Market Volatility
  • Equity Valuations
  • Fixed Income Valuations

Watch the October 2022 Market Update on YouTube.

Avantax Market Update - October 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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