Lowrie Financial
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Lowrie Financial uses an evidence-based investment management and planning approach to help entrepre
03/08/2022
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02/22/2022
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02/15/2022
What should I do – or NOT do – during the next Bear Market?
Maintain long-term investing mindset while waiting patiently for market recovery
https://lowriefinancial.com/blog/qa-what-should-i-do-or-not-do-during-the-next-bear-market-2/
Q&A: What should I do - or NOT do - during the next Bear Market? Maintain long-term investing mindset while waiting patiently for market recovery Prepare for the next bear market / market downturn, here are 10 actions you can take while you are awaiting the eventual market recovery
02/07/2022
See what our clients have to say about working with Lowrie Financial. https://tinyurl.com/2p8dh4zw
02/01/2022
Most posts about legacy, wills, and estate planning focus on how to settle your estate after you pass: ensuring your intentions are met, your family is cared for, charitable gifts are fulfilled, taxes are minimized, and so on.
Estate planning is important; we help clients with it all the time. But today, I’d like to offer a valuable twist on the theme of estate, life, and legacy planning:
Instead of your excess wealth being distributed after you die, you may find even greater value in giving some of it away while you’re still around.
Read on to find out how legacy planning while you're alive can benefit you, your loved ones, and charities...
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01/25/2022
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Yet another year of your careful financial planning process has been disrupted by the pandemic – or has it?
Let’s look back at some of the most popular blogs of 2021 featuring this independent financial advisor’s musings…
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#2021
01/10/2022
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01/04/2022
See what our clients have to say about working with Lowrie Financial.
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12/20/2021
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Stop Chasing Dividends.
A Better Way? Total-Return Investing.
Building your financial stop doing list: a better way than chasing dividends is total-return investing.
https://tinyurl.com/yckjpek9
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92 Caplan Avenue, Suite 503
Barrie, ON
L4N9J2