Lowery Financial Partners

06/02/2026

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.

05/29/2026

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.

05/22/2026

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.

3 factors driving U.S. stocks higher.

05/20/2026

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

How to invest in “the best of the rest.”

05/10/2026

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

05/05/2026

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.

04/30/2026

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.

04/22/2026

Did you know Mark is a Certified Financial Planner™️?

In an ever-changing world, the Certified Financial Planner™️ (CFP®️) designation remains a clear signal of knowledge, discipline, and accountability.​

As a CFP®️ professional, Mark partners with individuals and families to build clear, actionable plans — covering everything from retirement and investments to tax-smart strategies and legacy planning — always aligned to what matters most to them.​

If someone in your network could use a thoughtful second opinion — or wants to turn financial goals into a real plan — We'd welcome an introduction. Feel free to message us directly, and we're happy to help.​

Contact us at:
Email: [email protected]
Call: 920-574-2936
Website: https://bit.ly/4cF6COJ

04/13/2026

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.