The Lowry Letter®

The Lowry Letter® - 7/9/2020

We hope that you enjoyed a safe and healthy holiday weekend!

We are planning a Zoom seminar on “Mindful Retirement” with an excellent presenter and friend, Joni Youngwirth. It is hard to find a date and time that will work for everyone but based on feedback we have selected July 28th at 4pm. We will provide highlights of her presentation for those who are unable to attend and will provide more information prior to the talk.

Also, our June Market update is now available at this link and we hope you find the information helpful.

The Lowry Letter® - 7/2/2020

We wish you a Happy Independence Day and hope that you enjoy a safe and peaceful holiday weekend. Continued

Many of you will have received a document called Form CRS in the mail. It does not require any action, but is an explanation of the relationship you have with us and with Commonwealth, who helps to service investment accounts and oversee our activities. We will share a little more about Form CRS next week.

The Lowry Letter® - 6/24/2020

Team Lowry Financial competed in Junior Achievement of Alachua County’s first-ever Team Trivia Bowl, AND WON. We had a great time and look forward to a second online trivia event for friends and family this Thursday (June 25th). This event is open to everyone and there is a $25 entry fee per individual.

Please visit this link to register. 

Junior Achievement provides financial literacy and work readiness skills to children in many communities, and we have been proud to support JA financially and as volunteers for many years.

We are conscious of the rising number of COVID cases. When possible, video conference remains the ideal option for meetings. In the event that something needs to be dropped off at the office, please call ahead. When in-person meetings are scheduled, we will schedule meetings so that more than one household will not be in the office at the same time. Thank you for your understanding! 

The Lowry Letter® - 6/18/2020

We hope that this finds you safe and well. Joe Jr recently enjoyed a visit to Watts Bar Lake in eastern Tennessee. It was a quiet place to enjoy family time and we hope you are able to enjoy some semblance of normal summer activities with family and friends if possible. Continued travel restrictions have made airplane travel unfeasible for many, though we hope opportunities to visit loved ones resume soon (and safely).

The Lowry Letter® - 6/11/2020

Thank you to everyone who responded to our brief survey. Here is the link again in case you were unable to participate: Webinar Availability

Responses have been quite varied, but we will do our best to make them accessible to as many as possible.

The improvement in the market continues to indicate great optimism for economic recovery. We remain cautious given continued uncertainty but are pleased by the upswing. Read more about May’s results in the monthly market recap here.

The Lowry Letter® - 6/4/2020

As the pandemic continues and civil and political issues are at the forefront, we will continue to respond to any concerns about how these events may impact your financial present and future.

We are planning several informative and entertaining webinars for you and would like your feedback about the days and times that might be most convenient for you. Please take a minute or so to complete our 2-question survey. Take the survey here.

If there are topics that would be of interest, we will work to connect with some experts in those fields, so please let us know.

The Lowry Letter® - 5/28/2020

As we continue to wade through the effects of COVID-19, many of our clients are entering Hurricane Season next week. We remind Florida residents of the sales tax holiday for storm preparation taking place from Friday, May 29 - Thursday, June 4, 2020. This includes small items such as batteries, gas cans, and flashlights, as well as larger items like generators. The list of eligible items is found here.


Onto this week’s items!

The Lowry Letter® - 5/20/2020

In our daily work, we try to read and talk to people who have a different perspective on current events. It reminds us of this quote from a favorite author, Louis L’Amour: "One thing has always been true: That book or that person who can give me an idea or a new slant on an old idea is my friend."

One of our objectives with this letter is to provide a new or different slant on some of the things we are confronting each day and we hope it continues to be helpful.

The Lowry Letter® - 5/15/2020

We held our first “Ask the Joes® Live” on Wednesday and were glad to be able to connect with some of you in that way. This week’s Lowry Letter® will look at what we shared during that call. We will host another one soon, on a different day and time that might reach some of you who could not participate.

We will continue to meet with clients remotely for the present time. We can do this in a number of ways, from phone to Zoom to Facetime. Please don’t hesitate to contact us if you would like to talk. One of the nice things about videoconferencing is the ability to connect in a more meaningful way in the comfort of your own home.

We are adding a new member to our team, Briana. She starts on Monday and will be directly supporting Bea & Nicole. We look forward to introducing her to you soon.

The Lowry Letter® - 5/7/2020

We are now almost 2 months into restrictions imposed due to the COVID pandemic and our meetings with you have been limited to phone or video conference. We miss seeing you!