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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.
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.

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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.

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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?

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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.

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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.

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Monthly Economic Update | February 2021

Monthly Economic Update | February 2021

Posted by David Schlein on February 01, 2021

Take a look at the February 2021 economic update.

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Webinar Available: The Power of the Client Account Portal with Envestnet

Webinar Available: The Power of the Client Account Portal with Envestnet

Posted by Bryan Staniszewski on January 28, 2021

Learn to navigate the Client Portal and the powerful reporting options to track and integrate your entire portfolio.

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Tax Filing Season Is a Little Later This Year

Tax Filing Season Is a Little Later This Year

Posted by David Schlein on January 28, 2021

Recently, the Internal Revenue Service (I.R.S.) announced that tax season will start a little later than usual. This year the I.R.S. will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1

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Weekly Economic Update | January 25, 2021

Weekly Economic Update | January 25, 2021

Posted by Jeffrey Budzinski on January 26, 2021

Take a look at the economic update for January 25, 2021.

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Weekly Economic Update | January 18, 2021

Weekly Economic Update | January 18, 2021

Posted by Bryan Staniszewski on January 19, 2021

Take a look at the economic update for January 18, 2021.

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