Tag Archives: financial planning

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 »

The world of financial professionals’ titles can be difficult to navigate. Learn what various designations actually mean and how our qualified team can help you.

Money Masters: What Financial Professionals’ Titles Actually Mean

If you’ve ever tried to look for a financial professional to help you manage your money, you’ve probably come across a myriad of job titles. You might find the website for an Investment Advisor, see a television advertisement for a…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 »