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Articles From Lumsden McCormick

Monthly Economic Update | August 2020

Topics covered in this month's issue include:

  • U.S. Markets
  • Confident Investors
  • Earnings Update
  • Sector Scorecard
  • What Investors May Be Talking About in August
  • Tip of the Month
  • World Markets
  • Indicators
  • The Fed

Download the August 2020 Monthly Economic Update here.

Monthly Economic Update | August 2020

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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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