by Chris Walters | Jan 27, 2022 | Investments
On January 27, 2022, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the fourth quarter market review, “Focused on the Fed.” Read the Q4 2021 Investor Letter here. Segment Time Segment Content 00:00 – 00:06 Introduction 00:06 –...
by Chris Walters | Jan 13, 2022 | Uncategorized
DATE: Monday, February 7, 2022 TIME: 11:00 am CST Clergy face some unique challenges when it comes to things like Social Security payments, estimated tax payments, housing allowances or exclusions, and reimbursed expenses. There are questions you may have about...
by Chris Walters | Oct 28, 2021 | Uncategorized
On October 28, 2021, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the third quarter market review, “Price & Value.” Read the Q3 2021 Investor Letter here. Segment Time Segment Content 00:00 – 00:07 Introduction...
by Chris Walters | Jul 29, 2021 | Uncategorized
On July 29, 2021, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the second quarter market review, “Same, but different.” During the Q&A time after the presentation, participants asked a few questions. See below after the video...
by Chris Walters | Apr 29, 2021 | Uncategorized
On April 29, 2021, UMF president Chris Walters and investment advisor Jim Lumberg hosted a video presentation, “Investing lessons from a really difficult year,” to discuss the first quarter of 2021. Please feel free to share this video with whomever you...
