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...
by Jonas Lowery, CFP® | Jun 8, 2023 | Blog
Following up on our recent blog – Resolute, Part I – The Stock Market – we now shift our focus to bonds. There’s a tenet of investing known as the Risk/Return Tradeoff. Simply put, the more inherently risky an investment is, the higher the potential return (this is...
by Jonas Lowery, CFP® | May 9, 2023 | Blog
The turning of the calendar from April to May marks approximately 480 calendar days from the S&P 500’s previous high[i]. During this time, stocks have lived in bear market territory for more than half of those days[ii]. To add insult to injury, bonds suffered a...
by Jonas Lowery, CFP® | Jan 12, 2023 | Blog
In 2019, Congress passed the SECURE – “Setting Every Community Up for Retirement” – Act, which most notably moved the Required Minimum Distribution (RMD) age from 70 ½ to 72 and eliminated what was known as the “stretch IRA” provision, replacing it with a 10-year...
