Seminars on Investment and Financial Planning
Financial services specialists spanning two generations
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Programs and Events

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June 2012
Year-to-Date Economic and Market Outlook
Featuring Anirban Basu and Gregory Lowe

October 2, 2012
Potential Impact of November Elections Political Analysis Conference Call Featuring Shahira Knight, Vice President, Govenment Relations Fidelity Investments. 
4 PM

Click here for Shahira Knight's bio

Nov 3, 2012
Lowe fs Annual Client Breakfast
Featuring Anirban Basu

 

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice. Not all portfolios are actively managed. If you have a question about how your account is being managed please contact us. Generally accounts less than $150,000 are not actively managed. An Index is a portfolio of specific securities (common examples are S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance is not indicative of future results. All presentations are copyright and property of the presenter and may not be reproduced without their permission. 

*Lowe fs is a registered investment advisor

 

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