January/February 2021 Market and Economic Update
Posted by on February 09, 2021
Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks.
Avantax’s Director of Portfolio Management, Martin Landry, has launched the newest version of his market and economy update video series. In this January/February video, Martin provides an update and recounts the top events that have affected the market and economy in the last several weeks. Watch the January/February 2021 Market and Economic Update.
If you have any questions or concerns, please contact a Lumsden McCormick Financial Services advisor and we will discuss how these changes affect you and your situation.
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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.