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

Municipal Bonds

WHAT ARE MUNICIPAL BONDS?

By Beverly Bowers, CFP®

First, a quick review of bonds in general. You might want to refer to my blog, Asset Allocation = Investment Chili. In that blog, I talked about taxable bonds—those issued by corporations to fund operations, research, or capital improvements. Bond Review Bonds represent debt, an IOU, or a loan. When you own a bond, you …

WHAT ARE MUNICIPAL BONDS? Read More »

Father's Day

THE LITTLE MIRACLES IN LIFE

By Beverly Bowers, CFP®

Have you ………. “… thought of someone you haven’t talked to in a while, only to hear from them several days later? … had a feeling that something was going to happen, and soon after it plays out exactly as you’ve imagined it? … heard a song lyric on the radio or seen a message …

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Mutual Funds & Asset Allocation

ASSET ALLOCATION MUTUAL FUNDS

By Beverly Bowers, CFP®

Do you remember our discussion about asset allocation? Asset allocation is the process of dividing the money in your investment portfolio among stocks, bonds, and cash which are also called asset classes. For a review of asset allocation, check my Asset Allocation = Investment Chili blog. As you allocate funds between the three asset classes, …

ASSET ALLOCATION MUTUAL FUNDS 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.