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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
Rough Treatment: The Pandemic and the Second Quarter
Whether we have seen the worst effects of the global coronavirus pandemic is still too soon to determine. What we do know is that the second quarter of 2020 presented a monumental economic challenge to American investors, consumers, employers, government agencies, and workers, and we see this reflected in the data. Unemployment remains high, and Read more
One of our “Ace” Cards: Larry Carlin of Conestoga Capital Advisors
We are pleased to send you this link to a Forbes magazine Q&A with equity research analyst Larry Carlin of the $5.3 billion Conestoga Capital Management. He is a key resource for Bowen Asset Management, and we invest in some Conestoga funds when and where we deem it appropriate. We often consult with Carlin, whom Read more
When Life Goes Sideways, Be Prepared to Help Your Helpers
When it comes to important documents, some people are detailed filers who know where every bit of information is. Others are “organized pilers” who may know where their own documents are—but does anybody else? In an emergency or the event of incapacity, could those who need to know—adult children, caretakers, or others given power of Read more
Money Paths: The Different Classes of Mutual Fund Shares
A mutual fund pools money from a group of investors and invests it in securities such as stocks, bonds, and short-term debt. The combined holdings of the mutual fund are known as its portfolio. Investors buy shares in mutual funds, which are managed by professional money managers. These professionals allocate each fund’s assets and attempt Read more