Category Archives: Financial Planning

If the question "What is stock option consulting?" is one you are asking and if you're not sure how it benefits you, here are the basics.

What Is Stock Option Consulting?

It’s not uncommon for individuals to hire professional investment advisors to help them determine the best ways to make their money work for them. After all, the world of stocks, bonds, mutual funds, and diverse portfolios is enough to make…Read More »

The Schwab Alliance is intended to provide users with additional tools that work in concert with investment advisory services.

Benefits of the Schwab Alliance

Most people these days are interested in investing; the prospect of making your hard-earned money work for you certainly has its appeal. Of course, there’s no denying the steep learning curve attached to the vast investment market. Like so many…Read More »

Before hiring a financial advisor to help you manage your assets better, be sure to ask these five things.

5 Questions to Ask Before Hiring a Financial Advisor

Most laymen find it daunting to navigate the complex world of finances. Even simple accounting can feel more like neuroscience for the mathematically and financially challenged. Thus, for some individuals, it might be wise to consider hiring a financial advisor…Read More »

When choosing an investment or financial advisor, don’t fall into these six traps. Find an advisor who shares the same personal or business goals and interests.

6 Worst Ways to Choose an Investment Advisor

Whether it is your first time using a financial advisor, or whether you feel like it’s time for a change, it is essential that you find an advisor who feels more like a business partner. Finding the right investment advisor,…Read More »

Following the market, calculating value, and understand tax consequences of investments is not easy! For the best strategy, consult a financial advisor.

Think You Can Invest On Your Own Without Advice? Think Again

If you are considering creating your own investment strategy, you may want to think twice. Many avoid financial advisors because they are concerned about the cost, but your potential investments mistakes may just end up costing you a lot more….Read More »

With the New Year here, many people made financial resolutions. Contact a financial planner and investment advisor to help make those resolutions come true.

Is Your New Year’s Resolution To Have Your Money Double Itself? Learn About Financial Planning From an Advisor

For many people, a new year is an opportunity to improve themselves in a variety of ways. Most people resolve to lose weight, eat healthier, or spend more time with friends and family. One of the most important promises you…Read More »

With each passing year, college gets more and more expensive. Let Lowery Thomas teach you how to start saving for tuition and expenses now.

Financial Planning: College is Getting More Expensive, Start Saving For Your Child’s Future Now

Financial decisions are some of the most complicated choices we make in our lives. When it comes to the future of our children, however, one thing is for sure: saving for their education is key. With the cost of college…Read More »

Financial planning today is different than it was in 1969. Learn which trends have transformed this field and how we can help you adapt to these changes.

Financial Planning Today

In our last blog post, we covered the background of financial planning. Of course, many of the fundamental tenets of financial planning have remained the same since its creation and codification in 1969. However, the economic landscape has also changed…Read More »

At Lowery Thomas, LLC, our advisers can help you manage your money with financial planning services. Learn more about the background of this field.

Financial Planning: A Background

What exactly is financial planning? Many people have an amorphous idea of this activity—perhaps it involves stocks or retirement accounts—but don’t truly know what it entails. At Lowery Thomas, LLC Financial Planners & Investment Advisors, our team is dedicated to…Read More »