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Bowen Asset Management LLC (“BAM”) is a Pennsylvania Registered investment adviser. Linda Bowen and Zack R Bowen are principals of BAM. Posts by BAM or anyone associated with BAM should not be construed as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. BAM may only transact business in those states in which it is registered, or qualifies for an exemption of exclusion from registration requirements. Due to changing market conditions, any statements concerning securities or investment markets, statements made or linked to this account may no longer be reflective of current position(s) and/or opinions of Linda Bowen, Zack Bowen, or BAM. No statements made or linked to on this Facebook account should be interpreted as legal, accounting, or tax advice. BAM neither solicits nor endorses any “liking” or reposting by BAM or anyone associated with BAM. Any “liking” should be interpreted, at most, as an indication that a specific individual views a post or other content to be of personal interest rather than a statement of such person’s investment related experiences with Linda Bowen, Zack Bowen or BAM. All expressions of opinion reflect the judgement of the author on the date of publication and are subject to change. See https://bowenasset.com/ for certain additional disclaimers.
Bowen Reports
Property Protectors: Homeowners Insurance vs. Home Warranty
Whether you own a house or are planning to buy one, you may be considering a home warranty and homeowners insurance and pondering the difference between the two. Both are important tools that can reduce the potential risk and unexpected financial burdens of home ownership. But while the distinction between the two might seem ambiguous, Read more
What Do You Know About Social Security? Take a Quiz
For most of those nearing retirement, Social Security is expected to be the main source of income. Nearly nine out of ten people aged 65 and older were receiving a Social Security benefit as of December 31, 2022, and Social Security benefits represent about 30% of the income of the elderly, according to the Social Read more
Here’s That Rainy Day: How Your 401(K) Works When You Retire
Duringyour working years, you contributed to your 401(k)—or, if you worked at a public school or charity, your 403(b)—to help fund your retirement. But what happens when you get to the finish line and retire? Surveys show nearly half of older participants in 401(k) or 403(b) plans have no idea how they will get cash Read more
Crosscurrents: Economic Uncertainty
In the first quarter of 2023, the U.S. economy grew by 1.3% on an annualized basis and expanded by less than 0.3% on a quarterly basis. That growth was down from a 2.6% rate in the last three months of 2022, but nonetheless represented a third straight quarter of growth after output contracted in the Read more