The Lowry Letter® - 2/11/2020
Posted by Joe Lowry, Jr. on Mon, 02/10/2020 - 15:22
February marks the 128th consecutive month of economic expansion in the United States (National Bureau of Economic Research). Many economists think that economic growth will continue, but at a slower pace.
At the risk of sounding like a broken record, what is happening in the world is important, but not as critical as what is happening in your personal economy. Making sure that your resources are aligned with your goals and situation is the most important task.
We hope you find the January Market Update to be helpful.
The Lowry Letter® - 2/4/2020
Posted by Joe Lowry, Jr on Mon, 02/03/2020 - 16:38
The big news of late is the coronavirus affecting (mostly) mainland China, specifically Wuhan. It has had some impact of late on the markets, but we agree with our friend Brad McMillan who advises, “Pay attention, don’t worry.”
The Lowry Letter® - 1/27/2020
Posted by Joe Lowry, Jr on Tue, 01/28/2020 - 14:52
The first month of the 20’s comes to an end this week! While the year has started on a quiet note for the markets, we remain focused on the following when we meet with clients:
This is ultimately more important than what the economy or markets are doing at the time, though a relationship exists
The Lowry Letter® - 1/22/2020
Posted by Joe Lowry, Jr on Thu, 01/23/2020 - 10:17
This week’s edition is devoted to the SECURE Act, so we have tweaked the format a bit to cover some of the most important things.
The Lowry Letter® - 1/15/2020
Posted by Joe Lowry, Jr on Thu, 01/16/2020 - 10:52
We’ve written before about Joe, Jr and Lacy chairing the 2020 Gainesville Heart Ball. If anyone is interested in attending or participating, more information on tickets and support are available at the following link: 2020 Gainesville Heart Ball
The Lowry Letter® - 1/8/2020
Posted by Joe Lowry, Jr. on Mon, 01/13/2020 - 10:01
We are excited to begin the New Year in earnest this week, after what seems like a very long (and enjoyable) run of holiday activities.
The Lowry Letter® - 1/1/2020
Posted by Joe Lowry, Jr. on Mon, 01/06/2020 - 10:41
A more contemplative Lowry Letter® to being the new year, and some 2020 resolutions.
The Lowry Letter® - 12/18/19
Posted by Joe Lowry, Jr. on Fri, 12/20/2019 - 11:57
Welcome to the final Lowry Letter of 2019! First, some housekeeping: our office will be closed on Dec 24th, though we will be checking messages if any urgent needs arise.
Of course, we will be closed on Dec 25th, resuming normal operations on the 26th.
The Lowry Letter® - 12/13/19
Posted by Joe Lowry, Jr. on Fri, 12/13/2019 - 12:40
We know that not all of our clients observe Christmas, but for those that do we think you will enjoy this beautiful new depiction of the Nativity (18 minutes via YouTube).
We hope that you enjoy the remainder of this week’s letter!
The Lowry Letter® - 12/4/19
Posted by Joe Lowry, Jr. on Wed, 12/04/2019 - 14:53
The final month of the year is upon us. We recommend considering the following steps, if applicable to you:
·Charitable giving: If you have any donations to make, consider using Qualified Charitable Distributions if over 70 ½, or appreciated securities from taxable accounts. Either of these may be more tax-efficient than cash contributions.
·Adjust retirement plan contributions: A few weeks ago, we shared the updated contribution amounts. Making those adjustments effective for Jan 1 can insure that you maximize contributions..