Second of a two-part series In our first piece on exchange-traded funds (“What’s an ETF? And Why Isn’t It a Mutual Fund?”) — based on Bowen Asset Management’s visit to the “Inside ETFs” conference in Hollywood, Fla., in February — we looked at basic definitions of ETFs and contrasted them with the more widely understood Read more
What’s an ETF? And Why Isn’t It a Mutual Fund?
In February, Bowen Asset Management attended the annual “Inside ETFs” conference in Hollywood, Fla. The four-day gathering, which Bloomberg called “the marquee event for exchange-traded funds,” featured appearances by 200 speakers — including Nobel laureate economist Robert Shiller, former NFL quarterback Joe Montana, political strategists and news analysts Michael Steele and Donna Brazile, and author Read more
Mixed Messages in Fourth Quarter Economic Trends
Delayed by the partial government shutdown that began shortly before Christmas, and then swiftly overtaken by the frenetic pace of events of a turbulent 2019, the fourth quarter economic report offered a hazy picture, with uncertainty being all that seemed to be certain. So far in 2019, the United States economy remains generally solid, but Read more
Lithium Batteries and Deflated Basketballs: Emerald’s Annual Groundhog Day Investment Forum
In February 2019, the Bowen Asset Management team attended the 26th Annual Groundhog Day Investment Forum in Philadelphia presented by the Lancaster County-based Emerald Advisers, Inc. As with Emerald’s annual Las Vegas conference, the day-long event offered intriguing and informative panel discussions, featuring Emerald’s talented and insightful analysts and managers, as well as top investment Read more
Closed Doors: How Does the Shutdown Affect Investors?
As the partial government shutdown stretches on with no imminent resolution in sight, the political battle between President Trump and congressional Democrats over southern-border wall funding (and the norms of legislating) has taken the spotlight, as has the plight of the 800,000 federal workers most directly affected. But beneath the wrangling and rhetoric of political Read more
Auld Lang Syne: Time for Year-End Planning
The holiday season is a time for good cheer, family and friends, celebration of the present (and presents) and reflecting on the past year. With your requests to Santa out of the way, it’s good to look at another important list: our year-end planning checklist. Take some time between the eggnog and champagne to go Read more