How do you want to spend the rest of your life?

There is no “one-size-fits-all” plan to fit every investor and every financial goal.

It is never too early - or too late - to plan. But if you don’t plant the seed, the tree will never grow.

Where do you want your bridge to take you?

As a client, you are family - not just a number.

Are you living to work, or working to live? There is a big difference.

“We make a living by what we get, but we make a life by what we give.” - Winston Churchill

January 2016 LD Lowe Newsletter

January news from your LD Lowe Team.

“Your success and happiness lies in you. Resolve to keep happy, and your joy and you shall form an invincible host against difficulties.” — Helen Keller

Working on a great 2016,

Lloyd and Staff

Assessing Portfolio Performance: Choose Your Benchmarks Wisely
There may or may not be a single benchmark that matches your actual holdings and the composition of your individual portfolio. It could take a combination of several benchmarks to provide a meaningful performance picture.
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Estate Planning Strategies in a Low-Interest-Rate Environment
Low interest rates favor certain estate planning strategies over others, and the interest rates used by the IRS are at or near historic lows.
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Are There Gaps in Your Insurance Coverage?
Often times, we think we’re covered for losses by insurance when, in fact, we’re not. So here are some common coverage gaps to think about when reviewing your own insurance coverage.
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I’m thinking about storing financial documents in the cloud. What should I know?
Cloud storage has become increasingly popular in recent years. But is this option right for you?
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What’s the best way to back up my digital information?
If you have digital assets you don’t want to risk losing, you’ll want to back them up regularly. A good rule to follow is the 3-2-1 rule.
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