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Articles From Lumsden McCormick

July 2019 Economic Update

Topics covered in this month's issue include:

  • The Month in Brief
  • Domestic Economic Health
  • Global Economic Health
  • World Markets
  • Commodities Markets
  • Real Estate
  • Looking Back, Looking Forward
  • Upcoming Releases

Download the July 2019 Monthly Economic update here.

July 2019 Economic Update

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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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