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Articles From Lumsden McCormick Financial Services

Lumsden McCormick provides resources to assist you as you plan for your business and personal success. Articles published by our accountants, resources available through our affiliation with the BDO Alliance USA and our industry-specific newsletters are listed below.
What Determines Car Insurance Rates?

What Determines Car Insurance Rates?

Posted by Jeffrey Budzinski on July 08, 2020

Your auto insurance premium is based on more than your driving history. Read on to learn more about what auto insurance carriers look at when they determine your premium.

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Investing Means Tolerating Some Risk

Investing Means Tolerating Some Risk

Posted by David Schlein on July 06, 2020

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place.

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July 2020 Market and Economy Update

July 2020 Market and Economy Update

Posted by David Schlein on July 06, 2020

This July video provides an update and recounts the top events that have affected the market and economy in the last several weeks.

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College Funding Options

College Funding Options

Posted by Bryan Staniszewski on June 30, 2020

How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.

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Weekly Economic Update | June 29, 2020

Weekly Economic Update | June 29, 2020

Posted by Bryan Staniszewski on June 30, 2020

Take a look at the economic update for June 29, 2020.

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Eldercare Choices in the COVID-19 Era

Eldercare Choices in the COVID-19 Era

Posted by Bryan Staniszewski on June 25, 2020

Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.

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Weekly Economic Update | June 22, 2020

Weekly Economic Update | June 22, 2020

Posted by David Schlein on June 23, 2020

Take a look at the economic update for June 22, 2020.

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Before You Claim Social Security

Before You Claim Social Security

Posted by David Schlein on June 18, 2020

A few things you may want to think about before filing for benefits.

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Weekly Economic Update | June 15, 2020

Weekly Economic Update | June 15, 2020

Posted by David Schlein on June 16, 2020

Take a look at the economic update for June 15, 2020.

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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

Posted by Jeffrey Budzinski on June 10, 2020

Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.

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