Articles From Lumsden McCormick Financial Services
Posted by Austin Robare on February 02, 2023
Many states across the nation are passing legislation to provide workers with access to employer-sponsored retirement plans. In this article we introduce you to this legislation and share the benefits of selecting a 401 (k) plan outside of the mandated state option.
Posted by Jeffrey Budzinski on November 07, 2022
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for November. He recaps market returns, discusses earnings, the Federal Reserve and the economy.
Posted by David Schlein on October 11, 2022
In this month’s market update video host Austin Schaul, CFA®, Head of Research at Avantax, provides a market update for October. He recaps market returns, discusses the Federal Reserve, interest rates, the U.S. dollar and our outlook for the remainder of the year.
Posted by Jeffrey Budzinski on June 21, 2022
View the June 2022 Avantax market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the Federal Reserve and our view on the risk of a recession as the economy slows.