Send Me Your Questions

Do you have a topic or question you would like covered in a future blog? Please describe it here. It is my goal to help you understand the financial world. There is no subject that is too basic. 

I also welcome your feedback on my website, blogs, and book.

If you desire personal financial advice, please visit www.letsmakeaplan.org to find an advisor in your area who is a fiduciary.
Beverly Bowers

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Beverly Bowers

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.

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 …

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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, …

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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.