Though we never stop working for you, summer gives us at Bowen Asset Management a chance to leave our electronic devices in the RV or mountain cabin and take some time for a swim or a hike (while always checking for news and messages the minute we get back). What we look forward to most Read more
Investment News
Taxable Events: What Is a Capital Gain?
To encourage certain types of investing, the government distinguishes investments by prioritizing tax treatments. The government offers favorable tax treatments for some types of investment over other types of investments. One distinction in the tax code is the tax treatment of capital gains. This is based on type of investment, the duration of the investment, Read more
The Span of SPACs: What to Know
You may have seen the term SPAC in the news in announcements about new businesses backed by athletes, entertainers, and political figures (as well as in recent stories about SPACs suddenly cooling off as a hot investment). While they may seem to be a relatively recent development, SPACs have been around for decades. The acronym Read more
Mix It Up: Diversification in Investing
One of the keys to successful investing is learning how to weigh your comfort level with risk against your time horizon (the period in which investments are held). One way to balance risk and reward in your investment portfolio is to diversify your assets. Diversification is an investment technique designed to help reduce the volatility Read more
Value vs. Growth in Investing: What’s the Difference?
In investing, the terms value and growth both refer to two different categories of stocks, as well as the two investing styles built on their divergence. While value investors look for stocks they believe are undervalued by the market, growth investors seek stocks that they think will deliver better-than-average returns. Value and growth are sometimes seen as an either/or Read more
Growing Green: A Look at ESG Investing
Driven by demographics and investors’ desires to get ahead of both the effects of social change and an expected wave of regulation, we are seeing a boom in sustainable and socially conscious investments, popularly known by the shorthand acronym ESG (Environmental, Social, and Governance). This kind of socially responsible investing, also known as sustainable, green, or ethical Read more