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Articles From Lumsden McCormick

July 2020 Market and Economy Update

Avantax’s Director of Portfolio Management, Martin Landry, has launched the newest version of his market and economy update video series. In this July video, Martin provides an update and recounts the top events that have affected the market and economy in the last several weeks. Watch the July 2020 Market and Economy 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.

July 2020 Market and Economy Update

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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 is affiliated with 1st Global Capital Corp. as a Registered Representative holding his FINRA Series 7 and 66 licenses; he also holds Life, Accident, and Health Insurance licenses. 

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