
Articles From Lumsden McCormick Financial Services
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.
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.
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.
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.
1099 Forms
Posted by David Schlein on February 11, 2021
Explaining the many types of 1099 forms and their uses.
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.
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.
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?
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.
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.