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Beverly Bowers, CFP®

My diverse financial career spanned over thirty years with stints as a portfolio manager, stock and bond trader, mutual fund and ETF sales manager, and personal advisor and financial planner. I spent the latter part of my career doing what I loved most—advising clients of independent wealth management firms in Arizona. I served on the Board of Directors of the Financial Planning Association of Greater Phoenix as President and Chairman of the Board. In addition, I was inducted into the Arizona Hall of Fame of Financial Women International in 1993. I hold the CERTIFIED FINANCIAL PLANNER® professional certification.
Love is in the Air

LOVE IS IN THE AIR

As February begins, I am feeling very loved and very loving. Every store I enter I see reminders to share the love I feel with my family, partner, and friends through thoughtful cards, gifts, or shared memories. Don’t you wish this feeling of love would last the whole year? I do! I feel very loved […]

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Investment Risk

WHAT IS RISK?

Risk is defined as a situation involving exposure to danger, harm, or loss. You experience risk and deal with it every day in many ways. You get in your car or truck and put on a seatbelt. You go to a pharmacy and buy toothpaste and mouthwash. You wear safety googles or glasses in your

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How to Dress a Naked Portfolio

BUY MY BOOK AT YOUR LOCAL STORE

Exciting news! My book is available at three local and independently owned stores. I take any chance I get to browse and shop at these creative stores. Supporting local businesses is so important right now – they really are the fabric of our communities. If you are able to, please visit them and even better,

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Happy New Year 2022

HAPPY NEW YEAR 2022!

With its ups and downs, pros and cons, 2021 is now history and we start with a clean slate and a fresh start in year 2022. How exciting! We can make this year whatever we want it to be! Picture it! I am not big on new year resolutions but there are some changes that

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What is your Investing Style

WHAT IS YOUR INVESTING STYLE?

I am thousands of miles away from my family—they are in Arizona and Florida, and I am in the Midwest. The holidays can be difficult but, thanks to FaceTime, I can watch them opening presents, baking and decorating cookies, playing with their pets, and eating a holiday meal. We can sing carols together and I

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Gift Giving

GIFTS – ‘TIS THE SEASON!

The holidays are upon us and, if you are like my family, we are excited but also overwhelmed with everything that must be done. Don’t get me wrong. I love every minute of it! I love decorating the house, shopping for gifts and then wrapping them, connecting with friends and family, planning and hosting parties

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Needs versus Wants Tug of War

THE BATTLE OF NEEDS VS. WANTS

I need a new dress for the party! I want a new phone for Christmas. Need to stop at the grocery store? Do you want to build a snowman? Heard any of those? Of course you have! When you hear “need.…” or “want….,” do they feel different? If you heard your friend say, “I need

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