Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor

I am a throwback to the nerds of yesterday with a passion for ensuring that each of the families I work with achieve all of their most important goals.

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap: https://t.co/Tt4lqkrs8u

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earnings are expected to grow. Learn more in the April market recap: https://t.co/y9W4SzmO3H

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

Your digital life holds more than just passwords and should be an important part of your estate planning. Read more about how these digital pieces of your life can factor into your plans and where to start: https://t.co/Fwtpc3uewX

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

Marriage brings exciting new possibilities, and likely shared financial responsibilities. Consider these nine tips to work toward a strong financial future together: https://t.co/i91c5wN4bp

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals: https://t.co/9lDxtASJWM

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

Retirement offers the freedom to focus on what helps you feel strong, calm and connected. Discover five practical ideas to help you thrive in this new phase of life: https://t.co/xAfjmvDlv8

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

All eyes turned toward the Middle East as ongoing hostilities sent oil prices skyrocketing past $100 a barrel for the first time since 2022, causing global markets to price in potential long-term consequences. Read more in the the March market recap: https://t.co/78DA7d7EmJ

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

From understanding financial tradeoffs to preparing for unexpected expenses, children benefit from early exposure to real-world money lessons. Support their confidence with simple strategies that stick: https://t.co/Jm5zU8IGaS

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

Last month saw markets move sideways as mega-caps began rotating after three years of growth, allowing "average stocks" room to run and sparing those with diversified equity positions from contractions at the top. More details in the February market recap: https://t.co/qZ7Q1TBiDd

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

After a loved one passes away, there are important actions to take to protect their legacy and your peace of mind. Learn how to navigate this difficult time with clarity: https://t.co/E4KPd7NKS8

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

US stocks finished higher for the month after a busy start, and the economy remains cool but resilient. Read the details in the January market recap: https://t.co/uv7X30o5ba

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

December brought some AI stock pullbacks, another interest rate cut from the Fed and cooling inflation. For the year, the S&P 500 notched double-digit gains. Learn more in the monthly recap. https://t.co/lTjYh3ocNH

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

Despite a mid-month pullback of 5% for the major US equity indexes, their first in over six months, a late rally tied to increased expectations for a December interest rate cut helped them finish November with positive performance. Check out the monthly re https://t.co/o9vO8EXsaO

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

Many retirees assume Medicare covers everything, but that's not the case. Dispel common Medicare myths and make sure you have the right coverage for your situation. https://t.co/O4LOBPqAgN

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

From choosing the right setting to assigning meaningful roles, hosting a family meeting can be a powerful step in your estate planning journey. Learn how to make it productive and inclusive. https://t.co/e8Rqac9tzN

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

Faith-based investing has an ancient history, and for modern investors there are many well-researched options available to suit a variety of goals. https://t.co/Xhc2un5vPm

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

Donating appreciated stock has benefits for you and your favorite charities. Learn how it works: https://t.co/7aKXUkr5LG

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

Contribution limits for many retirement plans are rising in 2026, reflecting inflation adjustments and ongoing SECURE Act 2.0 updates. These changes may impact plan design and participant savings opportunities. https://t.co/CwR4RYfpTP

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

An interest rate cut, better-than-expected inflation and some release of trade tension helped the equity market continue its climb through October. Check out the latest monthly recap. https://t.co/TCU7FIFNVO

[Tanner Low CFP®, CRPC™, AAMS™ - Financial Advisor @LowAdvisor]

With the full effects of tariffs still yet to be felt thanks to corporations frontloading their impact on prices, the market marched onward with strength, led by small-cap stocks thanks to newly pivoted Federal Reserve policy. Read the details in our month https://t.co/vhiIn5apFk