Week of 7/12/2023

We hope your Independence Day holiday was safe and enjoyable! We recently spoke with a client who shared the wonderful celebrations in their small college town. What is your favorite place to spend the 4th of July?




  • In 1962, Brendon Grimshaw purchased an island in the Indian Ocean for $10,000. As tourism grew in the area, he resisted offers up to $50 million for the island. He died in 2012 and is buried on the island next to his father and two unknown pirates. Today, the island is the world’s smallest National Park.


Q: If rates keep rising, do bonds still make sense?


A: Sam Millette makes a good case for why bonds continue to have a positive outlook in 2023. At some point, the case for bonds is about math. Yields are very attractive relative to a lot of recent history, so long-term investors would do well to consider bonds moving forward.

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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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