by Jonas Lowery, CFP® | Mar 27, 2026 | Blog
The US economy started 2026 on a relatively strong footing, despite AI productivity and labor market fears, uncertainty over FED policy and independence, and geopolitical tensions abounding. Though the markets have reacted only mildly to the developments in Iran (US...
by Jonas Lowery, CFP® | Aug 13, 2025 | Blog
Simple and Effective There have been thousands of books written on investing, but the few dozen words that follow sum up most of what you really need to know about investing in the stock market: Simple arithmetic suggests – and history confirms – that the leading...
by Jonas Lowery, CFP® | Dec 4, 2024 | Blog
The Federal Reserve announced it is ‘leaning’ towards another interest rate cut in December, making the third cut in 2024. This has led to an abundance of financial media headlines like “3 Smart Moves For Investors After the Fed’s Interest Rate Cut.”1...
by Jonas Lowery, CFP® | Jul 22, 2024 | Blog
As summer gets underway, the National Weather Service is predicting an above-average season of hurricane activity, with severe storms already developing. To add insult to injury, homeowners have been feeling the sting of rising insurance costs. Here are some things...
by Jonas Lowery, CFP® | Dec 19, 2023 | Blog
Whether it is your goal or not to leave a legacy to your children, grandchildren, or other heirs, the fact of the matter is that virtually everyone will leave some kind of inheritance behind when they pass. And while most heirs would be grateful for any financial...
