Welcome

I’m Beverly Bowers

Author | Educator | Speaker

I understand the investment world overlooks beginners, which is why I have made it my goal to help fill the gap. Do you feel lost and overwhelmed by the language of investments? Are you at a loss where to start? Does financial news make you fearful? I understand.

Just as 80-90% of women will be at some point, I am solely responsible for my own financial life and have been for over 25 years. Whether you are single or in a partnership, it is likely that basic investment knowledge will be essential in order to not only survive but thrive.

Over my career, I’ve worked with hundreds of investors—some of them beginners and some quite sophisticated. My greatest reward comes when I can dispel the mystery and simplify the process for beginners. You can learn what you need to get started! It’s not too late to make your financial health a priority, no matter your age.

How to begin...

Read my Blogs

Buy my new Book

Sign up for a Seminar (coming soon!)

©️ 2021 Roshan Spottsville

How to begin...

Read my Blogs

Buy my new Book

Sign up for a Seminar (coming soon!)

Welcome

I’m Beverly Bowers

Author | Educator | Speaker

I understand the investment world overlooks beginners, which is why I have made it my goal to help fill the gap. Do you feel lost and overwhelmed by the language of investments? Are you at a loss where to start? Does financial news make you fearful? I understand.

Just as 80-90% of women will be at some point, I am solely responsible for my own financial life and have been for over 25 years. Whether you are single or in a partnership, it is likely that basic investment knowledge will be essential in order to not only survive but thrive.

Over my career, I’ve worked with hundreds of investors—some of them beginners and some quite sophisticated. My greatest reward comes when I can dispel the mystery and simplify the process for beginners. You can learn what you need to get started! It’s not too late to make your financial health a priority, no matter your age.

How to begin...

Read my Blogs

Buy my new Book

Sign up for a Seminar (coming soon!)

©️ 2021 Roshan Spottsville

How to begin...

Read my Blogs

Buy my new Book

Sign up for a Seminar (coming soon!)

How to Dress a Naked Portfolio: A Tailored Introduction to Investing for Women

This step-by-step guide for women starts with eight questions and only you know the correct answers. Your personality, values, income, and family circumstances shape all your life decisions and investing is no different. Using understandable comparisons, you will put together an investment outfit, piece by piece. The result will be both beautiful and uniquely you!

"An empowering education in investment strategies that is both comprehensive and easy to grasp. I immediately bought a copy for every member of my family!"

C.J. Redwine
New York Times best-selling author

Beverly Bowers

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Bev's Basics

Consumer Beware

CONSUMER BEWARE!

By Beverly Bowers, CFP®

At least once a week I receive an email or cell phone message that sounds like a scam and I bet you do, too. Despite television announcements, magazine and newspaper articles, and warnings posted in public places, scams and other fraudulent schemes take a toll. Investment Scams When I was an advisor in a brokerage …

CONSUMER BEWARE! Read More »

spring and mothers

SPRING AND MOTHERS

By Beverly Bowers, CFP®

Yesterday I spent most of the day raking leaves in our yard. The yard did not really need raking, but it was the first day warm enough to be outside and enjoy it, and I wanted the exercise. Iowa The birds are back! We regularly see chickadees, crows, and wrens but they have recently been …

SPRING AND MOTHERS Read More »

Computer Desk

MORE ABOUT IRAs

By Beverly Bowers, CFP®

My blog, Traditional or Roth IRAs, covered the basics of contributions to and withdrawals from both Traditional and Roth IRAs. Those are the accounts that you as an individual can use to save for retirement, in addition to any company sponsored retirement plan accounts. There are different rules for Roth IRAs than there are for …

MORE ABOUT IRAs Read More »

Send me your questions

It is my goal to help you understand the financial world. There is no question that is too basic or simple.