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Articles From Lumsden McCormick Financial Services

Lumsden McCormick provides resources to assist you as you plan for your business and personal success. Articles published by our accountants, resources available through our affiliation with the BDO Alliance USA and our industry-specific newsletters are listed below.
Avantax Market Update - June 2025

Avantax Market Update - June 2025

Posted by Jeffrey Budzinski on June 03, 2025

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.

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401(k) vs. IRA: What You Should Know

401(k) vs. IRA: What You Should Know

Posted by Jeffrey Budzinski on May 22, 2025

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.

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5 Reasons to Invest in Your 401(k)

5 Reasons to Invest in Your 401(k)

Posted by Austin Robare on May 20, 2025

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

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Caring for Aging Parents

Caring for Aging Parents

Posted by Austin Robare on May 13, 2025

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.

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Avoiding Cognitive Decline

Avoiding Cognitive Decline

Posted by Jeffrey Budzinski on May 08, 2025

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

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Avantax Market Update - May 2025

Avantax Market Update - May 2025

Posted by Jeffrey Budzinski on May 07, 2025

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.

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All Municipal Bonds Are Not Created Equal

All Municipal Bonds Are Not Created Equal

Posted by Jeffrey Budzinski on May 01, 2025

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.

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A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Posted by Austin Robare on April 22, 2025

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

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Popcorn, Peanuts, and Cracker Jack!

Popcorn, Peanuts, and Cracker Jack!

Posted by Claire McNamara on March 25, 2025

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

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Debunking Money Myths: Saving is Impossible in This Economy

Debunking Money Myths: Saving is Impossible in This Economy

Posted by Austin Robare on March 20, 2025

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

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