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
Bowen Reports
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
Time for a Refill? Third Quarter 2018 Update
Both the positives and negatives of earnings, tax cuts, interest rates, and trade are affecting the market, but is the glass half full or half empty? It depends on what’s being served up by the Federal Reserve, China, and employers. What’ll you have? U.S. stocks have been on a wild ride lately, with major indexes Read more
Sharp Lines: What the Midterms Could Mean
The most momentous midterm elections many of us have ever experienced are (almost) over (at press time, several races were still too close to call). It’s never easy to say exactly what it all means so soon after the results are in, and these politically fraught times make it even less so. Still, it’s possible Read more
Oh, We Owe: the National Debt, the Deficit, and You
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