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Articles From Lumsden McCormick

September/October 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. This September/October video, Martin provides an update and recounts the top events that have affected the market and economy in the last several weeks. Watch the September/October 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.

September/October 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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