Week of 1/4/2024

Happy New Year! As we begin 2024, we thought this was an appropriate thought from Wilbur Wright. Wright, who worked with his brother Orville to create the first successful airplane, said this about predicting the future:


"I confess that, in 1901, I said to my brother Orville that men would not fly for 50 years. Two years later, we were making flights. This demonstration of my inability as a prophet gave me such a shock that I have ever since refrained from all prediction."


It’s a good reminder, especially after a year where nearly every Wall Street prognosticator predicted a recession that never emerged.


An important note:


Do you have a Trusted Contact Person (TCP) on file with us? The TCP may include, but is not limited to, a friend, a family member, or someone with whom you have a professional relationship, such as an attorney or accountant. A trusted contact does not have authority to make changes to your accounts.


We may contact the TCP and disclose relevant information to confirm your current contact information or health status. For example, if we can’t reach you for a period of time, we may reach out to your trusted contact. We would like to have a TCP on file for every client.


  • We enjoyed The Shepherd, a short film adaptation of Fredrick Forsythe’s novella of the same name.




  • There is a $20 million dinosaur skeleton for sale in London. Billed as a juvenile T-Rex, not everyone agrees with the classification. It will be interesting to see who buys “Chomper,” discovered in Montana about 5 years ago.



Ask the Joes® (and Cale) are prepping some good content for you, but for now enjoy Brad McMillan’s Market Thoughts for January.

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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

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