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

Series I Bonds

SERIES I SAVINGS BONDS

By Beverly Bowers, CFP®

One type of investment offered by the U.S. Treasury is often forgotten—I Bonds. When I was young, my parents bought U.S. Treasury Series E (purchased at a deep discount) or H Bonds (purchased at face value) for me. I bet someone in your family owned them, too. I cashed in some of them to purchase …

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Running Upstairs

UPWARD MOBILITY

By Beverly Bowers, CFP®

Upward mobility: the capacity or facility for rising to a higher social or economic position. (Merriam-Webster) Not every person reading this blog strives for upward mobility, but I would wager that most of you do. It is the idea that you want to make a better life for yourself, your family, and your heirs. Some …

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Trees & NFTs

NFTs AND TREES

By Beverly Bowers, CFP®

What are NFTs and what do they have to do with trees? Good questions! We’ll get to NFTs in a minute, but first let’s look at trees. I recently spent a weekend with family at a beautiful cabin in the forest. We are fortunate to regularly escape the heat of the summer and relax in …

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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.