With every bull and bear, each uptick or downturn in the market, you’re sure to hear someone say something about the fortunes of their 401(k). (Pro tip: the only time this can matter is when you are closing out your 401(k); otherwise, the current state of your 401(k) is just a snapshot of a moment Read more
Bowen Reports
The SECURE Act: Changes in Your Retirement
On December 19, 2019, the Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act—which originally passed through the House in the spring—was finally approved by the Senate as part of an end-of-year appropriations act and accompanying tax measure. The new law, signed by President Trump on December 20, is mainly intended Read more
Holiday Tidings: Time for Year-End Planning
The holidays are a whirl of parties, presents, lights, and looking back on the year just about over. Along with the rest of the seasonal activities, we at Bowen Asset Management hope you’ll have time for one more: our year-end planning checklist. We hope this will make for a happy reflection on the old year Read more
Exploring Esports in Las Vegas with the Emerald Groundhogs
As noted in a previous report, members of Bowen Asset Management were in Las Vegas from September 26 through 29 attending the “Emerald Groundhogs on Tour 2019” investment conference, an annual event presented by the Lancaster County-based firm Emerald Asset Management. As always, it offered a chance to find out about investment opportunities, social trends, Read more
Destination Unknown: Uncertainty Marks Third-Quarter Economic Report
The huge American economy, driven largely by consumer, business, and government spending, amounts to more than $21 trillion in goods and services each year; however, its health can change based on external shocks, such as trade decisions, and public policy, such as changes in the tax code. This is reflected in the uncertainty shadowing the Read more
Use That Cookie Jar: Cybersecurity and You
While maintaining cybersecurity is obviously beneficial for a financial services firm, it can also benefit you as an individual. From high-profile attacks, such as those at Equifax and Capital One, to lesser-known crimes such as the heist of DD Perks accounts at Dunkin Donuts or the ubiquitous fake emails from ersatz computer companies, hackers are Read more