The Lowry Letter®

Week of 8/10/2023

Alachua County students return to school today and we wish them well!

A few weeks ago, we invited you to try the new version of Investor360 (the application used to review account balances, etc.). Starting Friday, August 18, the current version will be retired in favor of the new one. You can learn more about it by watching this video, which explains the benefits of Investor360, including:

Dashboard: A customizable dashboard—with widgets you can move, customize, and remove—as well as quick account group functionality
Intraday pricing: Real-time pricing available for National Financial Services (NFS) accounts
Document upload: The ability to upload your documents, removing the extra step of emailing them to your advisor
Market data and research: Quick access to news, research, and other content directly related to your portfolio

What Do You Need to Do?

Beginning Friday, August 18, you will need to accept the new terms and conditions in the new Investor360° experience, if you haven’t already.

If you have questions, please call our office at 352-333-7990.

Unintended consequences are as unavoidable as death and taxes. A reduction in container ship sulfur pollution has improved air quality but reduced cloud cover. This means some part of ocean warming has probably been caused by pollution reduction.

This research assesses the lifesaving impact of COVID-19 vaccines at more than 748,000 lives.

Nuclear fusion is a long way from being a viable power source, but there is encouraging progress.

Is GDP a scam? No, but it doesn’t tell the whole story of the health of an economy.

Q: The market has improved a lot this year. Can we expect that to continue?

A: Predicting market movement is usually a loser’s game, but there are some lessons in current market valuations. Overall, market valuations are not cheap, but a lot of that high valuation is concentrated in the mega cap stocks that many of us can name with little trouble. If you subtract those companies, the S&P 500 has a much more attractive valuation, implying the potential for more improvement in the broad market.

Bonds have felt continued pressure from rising interest rates, but the yield on high-quality bonds is better than it has been in a long time.

There are also opportunities in international stocks, where the likelihood of dollar decline makes investment there more attractive.

Advisory Services offered through Lowry Financial Advisors, Inc., a Registered Investment Adviser. Securities and additional advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Lowry Financial Advisors, Inc, are separate and unrelated to Commonwealth. Lowry Financial Advisors, Inc. is located at 12921 SW 1st Rd, Suite 215, Tioga, FL 32669. 352-333-7990

Lowry Financial Advisors is the only advisory firm that helps its clients reach their goals through The Achieving Simplicity® Experience™, providing clarity and confidence in their personal and financial lives.