The Lowry Letter®

The Lowry Letter® - 1/25/2024

We are almost one full month into the year! Do you have any success stories for any new year’s goals? Remember, if you have faltered in some aspect of goalkeeping, it isn’t too late to try again.


On the administrative front, there may be opportunities to reduce the amount of paperwork you receive. Let us know if you would like to make sure you have consolidated statements in place or to review paperless delivery options (if desired).

The Lowry Letter® - 1/18/2024

We went to see Wonka on Monday. It was quality family entertainment. The marketing has almost completely hidden that the movie is a musical. Also, be careful, as it will probably make you very hungry for chocolate.

The Lowry Letter® - 1/11/2024

With a new year comes new opportunities. This includes making qualified charitable distributions and IRA contributions. It’s also not too late to make 2023 IRA contributions if you are eligible. Get in touch if you have any questions.

The Lowry Letter® - 1/4/2024

Happy New Year! As we begin 2024, we thought this was an appropriate thought from Wilbur Wright. Wright, who worked with his brother Orville to create the first successful airplane, said this about predicting the future: 

"I confess that, in 1901, I said to my brother Orville that men would not fly for 50 years. Two years later, we were making flights. This demonstration of my inability as a prophet gave me such a shock that I have ever since refrained from all prediction."

It’s a good reminder, especially after a year where nearly every Wall Street prognosticator predicted a recession that never emerged.

The Lowry Letter® - 12/28/2023

Our office will be closed on Monday, January 1, 2024, in observance of New Year’s Day.

This is it- the last few days of 2023! You can make it productive with some simple steps to prepare for 2024 – continue reading the Lowry Letter® for details.

The Lowry Letter® - 12/13/2023

The economy continues a positive trend, evidenced by continued (though slowing) job growth. Inflation appears to be holding steady near 3%, still off of the Fed target.

This is good news. Are we heading for a soft landing, meaning we avoid recession and inflation hits the Fed’s 2% target? Maybe, but economist Scott Sumner says “it’s the last 1% that is the hardest.”

The Lowry Letter® - 12/7/2023

We have entered one of the busiest months of the year. Amid school performances, parties, and family gatherings, it can be hard to make sure that you have covered important areas. If you are wondering whether you have taken care of RMDs, charitable contributions, and year-end gifting, get in touch so we can set you at ease.

We hope that December continues the positive market trend that we saw in November. Brad McMillan shares his outlook here. After a rough 2022, the improvement this year has been very welcome.

The Lowry Letter® - 12/1/2023

We hope that you had a Happy Thanksgiving! Time with family is a great reminder of what we value most, and we hope it was a nice experience for you.

The Lowry Letter® - 11/16/2023

Next week is Thanksgiving and The Lowry Letter® will be on a break. We would love to hear what YOU are thankful for and we will share it in our next Letter. Please let us know!

We are thankful for your trust and confidence. We are thankful to have many long-term relationships with our clients, many lasting multiple decades. We are grateful for an excellent team that cares about each other, and about you. We are thankful to live in the United States of America.

We wish you a Happy Thanksgiving!

The Lowry Letter® - 11/8/2023

Retirement Plan contribution limits for 2024 have been increased, though by a smaller percentage than last 2023! More on this next week.


Also, this is the final reminder for our “Ask the Joes®” webinar, taking place on Thursday, Nov 9, at 4:30pm EST. Our review of the secure act will be led by Sean Durkin from the Capital Group/American Funds. Sean will also provide his firm’s outlook on the markets and economy.