The Lowry Letter® - 6/10/2021
Posted by Joe Lowry, Jr. on Thu, 06/10/2021 - 11:17
We had a great webinar with Justin Duft regarding potential tax law changes. Among the key takeaways are these:
- The most effective estate plans are a team effort
- Complex solutions are not always the best solutions
- Our loved ones should know whether we have a plan in place
If you have specific estate planning questions, don’t hesitate to reach out
The Lowry Letter® - 6/3/2021
Posted by Joe Lowry, Jr. on Thu, 06/03/2021 - 09:09
Changes to various tax laws have been proposed and are of concern to many. We’ve scheduled a webinar with Commonwealth’s Justin Duft to discuss these and other important matters related to estate planning. Justin is the director of Commonwealth’s Advanced Planning Department and has a JD with a focus on estate, trust, and tax law, as well as many relevant industry certifications.
The webinar will take place on Tuesday, June 8th at 12pm EDT.
Please register in advance for this webinar:
After registering, you will receive a confirmation email containing information about joining the webinar. We hope you can make it!
The Lowry Letter® - 5/27/2021
Posted by Joe Lowry, Jr. on Thu, 05/27/2021 - 11:13
Our office will be closed on Monday, May 31st in observance of Memorial Day. We hope that you enjoy the holiday weekend. We express our profound appreciation for the men and women who have given their lives in service of our country.
Please make plans to join us on June 8th at noon EDT for a discussion on estate planning and some of the changes that have been proposed by the Biden administration. More info to follow!
The Lowry Letter® - 5/20/2021
Posted by Joe Lowry, Jr. on Thu, 05/20/2021 - 14:30
We remain encouraged by continued vaccinations and hope the trend continues. We enjoyed Brad McMillan’s story of his return to in-person work at Commonwealth and imagine it mirrors many other people’s experiences.
We realized that we had not announced this, but please consider our office fully open for in-person appointments. We have been vaccinated and are comfortable meeting without masks per current guidelines. If you prefer to meet wearing masks, we are happy to accommodate you.
The Lowry Letter® - 5/13/2021
Posted by Joe Lowry, Jr. on Fri, 05/14/2021 - 08:31
We enjoyed an excellent webinar on Tuesday, with Brad McMillan from Commonwealth and the Independent Market Observer. We will share some of Brad’s key insights below and have attached his slides from the presentation. If you have any questions about them, please let us know!
Also, did you know that you can access Investor360 through a smartphone app and not just through our website? A link to the iOS app is here and the Google Play store here.
The Lowry Letter® - 5/6/2021
Posted by Joe Lowry, Jr. on Tue, 05/11/2021 - 12:03
Welcome to May! Please remember that our special webinar with Brad McMillian is scheduled for this Tuesday, May 11th at 4pm. Please register in advance by using this link:
If you have any questions for Brad about the markets, COVID, or the economy, please send them to us.
The Lowry Letter® - 4/29/2021
Posted by Joe Lowry, Jr on Mon, 05/03/2021 - 09:46
Some big news this past week was the potential increase in the capital gains tax rate for individuals with more than $1 million of taxable income. It is important to remember that this is just a proposal. If it does become law, and you are affected by it, there are some techniques that can be used to reduce the impact.
In the meantime, The Tax Foundation has a great analysis of potential tax changes, the revenue they might raise, and the potential impact on U.S. GDP.
Please remember our May 11 webinar with Brad McMillan.
Please send us your questions and use this link to register:
The Lowry Letter® - 4/22/2021
Posted by Joe Lowry, Jr. on Mon, 05/03/2021 - 09:43
Continuing with April’s Financial Literacy theme, we wanted to share this interview with Commonwealth’s Becca Hajjar. She shares her own experience learning about financial topics and some basic tips on helping kids become more literate.
When we started looking for a new brokerage relationship in 2006, Becca was our first contact with Commonwealth. We continue to appreciate the support that they provide and great people like Becca are an important part of that.
Please remember to earmark May 11th for our special guest webinar with Commonwealth’s Brad McMillan. That will take place that day at 4pm. Please send along any questions you have for Brad.
The Lowry Letter® - 4/15/2021
Posted by Joe Lowry, Jr. on Thu, 04/15/2021 - 10:43
Most of you know that we often cite the work of Brad McMillan and the investment research team at Commonwealth. They are important partners to our firm, and we are excited to announce that Brad will join us for a webinar on Tuesday, May 11th at 4pm. He will be speaking exclusively to our clients and guests. If you have any questions for Brad, please send them our way.
The Lowry Letter® - 4/8/2021
Posted by Joe Lowry, Jr. on Fri, 04/09/2021 - 13:38
The first quarter of 2021 is in the books and it was an interesting one for the markets. Indexes saw gains, but as with any period not all stocks participated in the improvement. Tech stocks were a drag for the Nasdaq and the Dow Jones led the way among large-company indices.
This is normal activity for long-term investors. Last year’s leaders may be this year’s laggards. The timing of these shifts is as unpredictable as ever and the case remains strong for diversification’s role in managing risk. There is more in the Quarterly Market Update found here