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
The Lowry Letter® - 4/1/2021
Posted by Joe Lowry, Jr. on Thu, 04/01/2021 - 11:05
No April Foolin’ here- just the eclectic mix of information that you enjoy.
Please note: The stock market and our office will be closed on Friday, April 2nd in observance of Good Friday.
Are you zoomed out? We have taken a little break in our remote event schedule, but will resume in April and would love to know if there are any specific areas that you would like to learn more about.
The Lowry Letter® - 3/24/2021
Posted by Joe Lowry, Jr. on Thu, 03/25/2021 - 09:04
Last Saturday marked the official beginning of spring. As with the new year, we have an opportunity to make new goals and recommit to old ones. Brad McMillan discusses some of the economic news we can expect as we move into the new season and his expectation. Despite a hard year and a hard winter, things will get better.
The Lowry Letter® - 3/18/2021
Posted by Joe Lowry, Jr. on Thu, 03/18/2021 - 13:02
The Lowry Letter® - 3/10/2021
Posted by Joe Lowry, Jr. on Thu, 03/11/2021 - 11:13
We have a diverse group of clients and we love hearing what you think of The Lowry Letter®. If there are areas where you would like more information, please let us know.
The Lowry Letter® - 3/3/2021
Posted by Joe Lowry, Jr. on Wed, 03/03/2021 - 11:11
It’s time to change up our format just a little bit, which you may notice below. We may still do the occasional “Ask the Joes®,” but will shift many of those questions toward our new YouTube series “Ask the Joes® (and Cale)”
The Lowry Letter® - 2/24/2021
Posted by Joe Lowry, Jr. on Thu, 02/25/2021 - 10:05
We’ve established a YouTube channel to provide periodic, short videos on interesting topics. Please subscribe to receive updates and let us know if you have any ideas for future topics.
Our first video, on cryptocurrency, is available here.