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Articles From Lumsden McCormick

Weekly Economic Update | August 12, 2019

Topics covered in this week's issue include:

  • The Week on Wall Street
  • China Devalues Its Currency
  • Earnings Season Update
  • Tip of the Week
  • The Week Ahead

Download the August 12, 2019 Weekly Economic update here.

Weekly Economic Update | August 12, 2019

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Jeff has been in the financial services industry for over 20 years. He is a Certified Fund Specialist® from the Institute of Business and Finance and has passed his SIE, Series 6, 7, and 63 exams as well as holding Life, Accident, and Health insurance licenses. He is experienced in qualified plan design as well as custom income strategies and cash flow. Jeff also has significant experience with insurance planning as a strategy to protect wealth and future generations. Jeff has studied modern portfolio theory, which is vital to efficient portfolio modeling, allowing for mean-variable analysis with a mathematical framework that is consistent with individual risk factors. 

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