Real Life Investment Strategies #1: Will Geopolitics Ruin My Financial Plans?

Timeless financial tips are well and good - but how do they apply to my investment decisions in real life? To address that question, I’m launching Lowrie Financial’s “Real Life Investment Strategies.” Each post in this new series will use case studies to illustrate the choices real people are making, as they contemplate money management concerns in real time. Many have active concerns around geopolitical events and their impact on their financial futures - clear theme emerges: • worrying thoughts about current events, • what the geopolitical climate may mean to your money, and • what investment strategies to avert setbacks for your financial future So, let’s address some of the more worrisome flash points looming large at this time: the world, its politics, and its politicians.

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2023 Financial Year in Review | 2024 Investment Market Outlook

You might assume, the more experienced a financial professional is, the more accurate they can be with their year-end forecasts. Personally, I’ve never tried to predict which hot or cold stocks, bonds, sectors, or market sentiments to chase or flee each year. Instead, the more experience I’ve gained, the more firmly I believe in the Timeless Financial Tips I shared throughout 2023. For me, they serve as the best guide for “predicting” what investors should expect in 2024. So, considering everything I’ve learned in 2023 (plus the quarter-century prior), I predict … We cannot possibly predict how 2024 markets will perform. That’s my expert forecast, and I’m sticking to it. I will, however, add one more prediction, about which I am nearly as certain … Over time (think multiple years), capital markets WILL deliver positive returns to those who consistently participate in their expected growth.

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Timeless Financial Tips from 2023 As We Turn to 2024

Yet another year has gone by. With 2023 behind us and 2024 on the horizon, it’s important to take stock, set goals, and make plans – keep steadfast in your quest for long-term financial planning and wealth management success. In 2023, I shifted my focus to keep some core financial planning principles at the forefront of your mind. These principles are timeless and are a good touchpoint for whenever your financial resolve starts to soften. Let’s look back at these timeless financial tips from 2023…

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2021 Year-End Insights from An Independent Financial Advisor

Yet another year of your careful financial planning process has been disrupted by the pandemic – or has it?
These uncertain times have impacted our work, life, mental health, and financial security. However, if you have been reading my blog posts this year (and even further back), you will likely know the key to weather market storms: setting goals, making plans, and maintaining a focus on ongoing financial planning, without jumping off course as a result of ever-volatile markets (and world events).
Let’s look back at some of the most popular blogs of 2021 featuring this independent financial advisor’s musings…

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