Articles From Lumsden McCormick Financial Services

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.

The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds.

Let's review some of the forms investment inaction takes.

Lumsden McCormick would like to share our season tickets with you!

While economic headwinds may create obstacles, building wealth is still possible through intentional planning and consistent action.