While most of us are winding down after the whirlwind of the holiday season, some investors are gearing up for the annual “January effect.” This is the theory that, seasonally, stocks tend to rise in January more than in any other month. It is a theory that has some basis in historical fact. On average, Read more
Bowen Reports
To-Do List: Time for a New Year of Planning
The plastic Santa is off the porch and back in the attic, the lights no longer frame the picture window, and the tree is out of sight (or mulched). The party hats are flattened, and the broken champagne glasses have been swept up. Yes, it’s back to everyday life — a good time to reflect Read more
How to Help Your Young Relatives Pay for Their Higher Education
Higher education is expensive. During the 2023-24 school year, according to the College Board, the average estimated yearly budgets for full-time undergraduate students (including tuition and fees, housing and food, plus allowances for books and supplies, transportation and other personal expenses) varied: $19,860 for public two-year in-district students, $28,840 for public four-year in-state students, $46,730 Read more
Election 2024 Results: Key Economic Takeaways
Former President Donald J. Trump has been elected to be the 47th president of the United States, winning both the popular vote and the electoral college. As of now, the Republicans have control of the Senate, albeit with fewer than the 60 seats needed for a super-majority which would remove the possibility of a filibuster Read more
Time For Medicare Open Enrollment: How It Works
Annual open enrollment for Medicare started on October 15 and runs through December 7. (Extended enrollment opportunities may be available to some people in areas where FEMA declares an emergency or major disaster that hampers their ability to complete their signup during the normal window.) This is time when Medicare health and drug plans can Read more
What Do You Know About Current Economic Trends? Take Our Quiz
Given this is an election year, chances are you have heard a lot of economic figures thrown around. (Some are even true.) While it’s always a good idea to keep up with the economic trends, there is a lot of data out there and it might be difficult for you to keep track. (It’s OK, Read more