{title} icon

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.
The New Inherited I.R.A. Rules

The New Inherited I.R.A. Rules

Posted by Jeffrey Budzinski on February 25, 2021

New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.) distributions.

> Read More
Weekly Economic Update | February 22, 2021

Weekly Economic Update | February 22, 2021

Posted by David Schlein on February 23, 2021

Take a look at the economic update for February 22, 2021.

> Read More
Countdown to College

Countdown to College

Posted by Bryan Staniszewski on February 18, 2021

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way — starting in the first year of high school.

> Read More
Weekly Economic Update | February 15, 2021

Weekly Economic Update | February 15, 2021

Posted by Jeffrey Budzinski on February 16, 2021

Take a look at the economic update for February 15, 2021.

> Read More
1099 Forms

1099 Forms

Posted by David Schlein on February 11, 2021

Explaining the many types of 1099 forms and their uses.

> Read More
January/February 2021 Market and Economic Update

January/February 2021 Market and Economic Update

Posted by David Schlein on February 09, 2021

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

> Read More
Weekly Economic Update | February 8, 2021

Weekly Economic Update | February 8, 2021

Posted by Bryan Staniszewski on February 09, 2021

Take a look at the economic update for February 8, 2021.

> Read More
Robo-Advisors vs. Human Financial Professionals

Robo-Advisors vs. Human Financial Professionals

Posted by Bryan Staniszewski on February 04, 2021

If an investor chooses a non-human financial advisor, what price could they end up paying?

> Read More
Weekly Economic Update | February 1, 2021

Weekly Economic Update | February 1, 2021

Posted by David Schlein on February 02, 2021

Take a look at the economic update for February 1, 2021.

> Read More
Economic Predictions: What Lies Ahead?

Economic Predictions: What Lies Ahead?

Posted by Jeffrey Budzinski on February 01, 2021

It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in price on the first day of trading.

> Read More
Page 1 of 25 pages  1 2 3 >  Last ›
SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

How Can We Help?