Everyone knows what debt is: money borrowed that must be paid back. If you own a house or car, or if you have a credit card or a kid in college, chances are you are managing some form of debt; you have to pay it off and have some plan to do so, lest you Read more
Bowen Reports
Bear Fears and Handbag Branding in Las Vegas at Emerald’s Annual Conference
In mid-October, Bowen Asset Management attended the annual financial conference in Las Vegas sponsored by the Lancaster County-based Emerald Advisers, Inc. It’s always a worthwhile and informative trip to the desert for this compact and intimate gathering of very smart money managers, featuring lively interactive panel discussions with top investment and retail analysts and research Read more
Retiring? Oh, the Places You (Might) Go
Whether you’re facing imminent retirement or just daydreaming of the far-off day you can hand in your ID badge and office keys, one thing you won’t find a shortage of is advice: from what kind of insurance you’ll need to when to collect Social Security to the best place to retire. So, where should you Read more
Ups and Downs: Economics and Market Update Second Quarter 2018
Both the positives and negatives of earnings, tax cuts, and trade are affecting the market, but is the glass half full or half empty? After the volatility of the first quarter, the second quarter of 2018 saw the fluctuation subside, but interest rate choppiness continued, along with a flattening yield curve on bonds — all Read more
College Credit: 529 and Coverdell Educational Accounts
So you’ve gotten that firstborn into college. You may be dealing with the separation well. The tuition bill? That’s another subject. Firstborn may be taken care of, but the siblings are lined up, cap and gown in hand, to graduate from high school in turn and set off. What to do? Well, even if your Read more
Futureworld: 401(k), IRA, and Other Ways to Retire
Contemplating the future can be daunting – after all, it’s unpredictable. But if your future includes a secure retirement (and it should), one thing is very predictable: you will need money to maintain yourself and your loved ones. It’s always advisable to have a retirement plan – but which one? This is a choice only you Read more