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Investment Management
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Mark Lund

Don’t Overreact In August
 – Presented by Mark K. Lund, Financial Advisor

Understanding summer volatility. One of my favorite Wall Street quotes is from Mark Twain, who said: “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.” But October may need to move over. During the past several

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Investment Management
Blog
Mark Lund

The I.R.S. Has Enhanced the 2020 RMD Waivers – Presented by Mark K. Lund, Financial Planner

Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic.1 The new law offered investors a financial break. It gave people the option to skip required minimum distributions (RMDs)

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