Facebook Disclaimer
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
What’s Next? Entering a New Phase of Uncertainty
Even the most cursory glance at the headlines will make it clear that we are living in a time of heightened political, economic, and cultural upheaval, with tectonic shifts that make it just that much more difficult than usual to see where it is all heading. In the markets, uncertainty refers to a situation in which the Read more
What is the January Effect?
While most of us are winding down after the whirlwind of the holiday season, some investors are gearing up for the annual “January effect.” This is the theory that, seasonally, stocks tend to rise in January more than in any other month. It is a theory that has some basis in historical fact. On average, Read more
To-Do List: Time for a New Year of Planning
The plastic Santa is off the porch and back in the attic, the lights no longer frame the picture window, and the tree is out of sight (or mulched). The party hats are flattened, and the broken champagne glasses have been swept up. Yes, it’s back to everyday life — a good time to reflect Read more
How to Help Your Young Relatives Pay for Their Higher Education
Higher education is expensive. During the 2023-24 school year, according to the College Board, the average estimated yearly budgets for full-time undergraduate students (including tuition and fees, housing and food, plus allowances for books and supplies, transportation and other personal expenses) varied: $19,860 for public two-year in-district students, $28,840 for public four-year in-state students, $46,730 Read more