Lowery Financial Partners

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

Has market uncertainty officially passed? 3 factors driving U.S. stocks higher.

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

Call: 920-574-2936
Email: [email protected]
Website: www.loweryfp.com

3 strategies for picking stocks beyond the Mag 7 How to invest in “the best of the rest.”

Wishing all moms a day filled with love, gratitude, and appreciation.

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to us and let’s talk about your goals.

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to us to talk about whether direct indexing fits your plan.

Don't forget - Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for your future goals? We're here to help you make the most of it.