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
Personal Finance
Time for Budgeting 101
Managing your money is always important. For new graduates making the move from classroom to workplace it’s an essential skill. The three main priorities of financial adulthood are paying down debt, building up emergency savings, and saving for retirement. (For more on this, see the Bowen Report “Personal Finance Tips for College Graduates”: https://bowenasset.com/personal-finance-tips-for-college-graduates/) An Read more
What’s an ETF? And Why Isn’t It a Mutual Fund?
In February, Bowen Asset Management attended the annual “Inside ETFs” conference in Hollywood, Fla. The four-day gathering, which Bloomberg called “the marquee event for exchange-traded funds,” featured appearances by 200 speakers — including Nobel laureate economist Robert Shiller, former NFL quarterback Joe Montana, political strategists and news analysts Michael Steele and Donna Brazile, and author 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
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
How Long to Keep Important Financial Papers
It is easy to get into the habit of keeping every financial or investment document forever, just in case you may need it. But if your New Year’s resolution is to get your financial house in order, the following suggestions about how long to keep financial and investment documents may be helpful to you. Keep Read more