Articles From Lumsden McCormick Financial Services

Ivan Grull, Chief Investment Officer at Avantax, provides a September market update.

In this month’s market update video from August 2025, Austin Schaul, CFA®, Head of Research at Avantax, recaps returns for July and then shifts to an update on the economy, earnings, AI spending and our outlook going forward.

The Avantax Market Update video for July 2025 features Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax. The Market Update recaps return for June and then shifts to an update on the Federal Reserve, Corporate Earnings and our outlook going forward.

In a strategic move to enhance their service offerings and expand their market presence, Lumsden & McCormick Financial Services, LLC and Lifetime Wealth Management Group, Inc. are pleased to announce that they are in negotiations to merge.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax discusses market recovery in May, bond market challenges, trade policy uncertainty, and a positive corporate outlook.

Having a basic understanding of these two types of retirement accounts, along with their potential advantages and drawbacks, can equip you to make more informed decisions about saving and investing for retirement.

Even if retirement isn’t in your immediate future, saving and investing now can help you live comfortably after you’re done working.

When talking to a parent about future care, it’s best to have a strategy for structuring the conversation. Here are some key concepts to consider.

Of those aged 60 and older, 12 to 18 percent have mild cognitive impairment.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April and then provides an update on the US Dollar, the economic landscape, first quarter earnings and our outlook going forward.