Whether we have seen the worst effects of the global coronavirus pandemic is still too soon to determine. What we do know is that the second quarter of 2020 presented a monumental economic challenge to American investors, consumers, employers, government agencies, and workers, and we see this reflected in the data. Unemployment remains high, and Read more
Bowen Reports
One of our “Ace” Cards: Larry Carlin of Conestoga Capital Advisors
We are pleased to send you this link to a Forbes magazine Q&A with equity research analyst Larry Carlin of the $5.3 billion Conestoga Capital Management. He is a key resource for Bowen Asset Management, and we invest in some Conestoga funds when and where we deem it appropriate. We often consult with Carlin, whom Read more
When Life Goes Sideways, Be Prepared to Help Your Helpers
When it comes to important documents, some people are detailed filers who know where every bit of information is. Others are “organized pilers” who may know where their own documents are—but does anybody else? In an emergency or the event of incapacity, could those who need to know—adult children, caretakers, or others given power of Read more
Money Paths: The Different Classes of Mutual Fund Shares
A mutual fund pools money from a group of investors and invests it in securities such as stocks, bonds, and short-term debt. The combined holdings of the mutual fund are known as its portfolio. Investors buy shares in mutual funds, which are managed by professional money managers. These professionals allocate each fund’s assets and attempt Read more
BAM meets PPP: Our Encounter with the Paycheck Protection Program
When we have “Black Swan” events, such as a worldwide coronavirus pandemic that throws the world’s financial markets into a tailspin, the investment advisory business becomes more challenging. But meeting those challenges by managing clients’ investments and expectations can be wonderfully satisfying. Part of the challenge is knowing where and when to find resources to Read more
In the Fed’s Tool Kit: What is Yield Curve Control?
As the Federal Reserve considers the monetary policy methods it will use to bolster an economic recovery from the ongoing COVID-19 pandemic, Fed chair Jerome Powell told the U.S. Senate Banking Committee on June 16, 2020, that “we are committed to using our full range of tools to support the economy in this challenging time.” Read more