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.
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.
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.
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?
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.