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Beverly Bowers is a retired financial planner who has been solely responsible for her financial life over 25 years. Her passion is to make investments understandable – dispel the mystery and simplify the process. In 2021 she self-published a book, How to Dress a Naked Portfolio, a Tailored Introduction to Investing for Women. She relishes questions from all levels of investors. You may submit questions and sign up for her blogs on her website.

Latest Posts By Beverly Bowers

2 days ago

The Gift I Never Expected but Came to Love Anyway

This is a story from last spring, and it is about assumptions and expectations. My partner and I just moved into a new-to-us house after spending the last three years in a one-bedroom condo. We are thrilled with our ‘find’ despite the house’s need for cleaning and some updates. We head full force into an extensive list of projects…

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2 weeks ago

Was Your Career a Burden or a Privilege?

I just finished the book Atmosphere by Taylor Jenkins Reid for my book club. Although it is fiction, I found it insightful in many ways. What struck home for me was the “burden” the women astronauts felt in being the first women in the space program. Not only were they expected to be exceptional in their respective field of expertise…

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9 months ago

A Gift for Everyone – Forgiveness

Forgiveness means different things to different people. In general, it means to stop feeling angry or resentful toward someone for an offense, flaw, or mistake. It is an intentional decision and is a commitment to change those feelings. It takes conscious effort and sometimes it takes time…

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11 months ago

Gifts – ‘Tis the Season!

he 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…

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11 months ago

The Joy of Living and Living in Joy

When you read, “thoughts become things,” what comes to mind? Let’s picture it. When you awakened this morning, what was your first thought? Was it positive? Maybe it was thanks for another day or a wish that you would make good decisions or maybe it was thoughts about all you had…

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11 months ago

Financial Literacy Assessment: Explaining the Answers

In a previous blog, I shared a three-question financial literacy assessment that is used widely in the United States and in many other countries as well. It was developed over 20 years ago by two college professors, Lusardi and Mitchell. The questions cover the concepts of compound interest…

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1 year ago

Do You Consider Yourself Financially Literate?

What thought immediately comes to your mind when you read this question? Maybe it’s – “Are you kidding, I don’t have a clue!” Maybe it’s – “My plan may need some tweaks, but I am confident I’ll be fine.” Perhaps you are one of those people who believe in living day to day…

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1 year ago

Embracing a New Outlook for Fall

Fall is here, and I admit that I have mixed feelings about its arrival. Many people say fall is their favorite season and why not? The days cool down, the trees change colors, the air feels crisp and sometimes carries the aroma of burning leaves…

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1 year ago

Do You Overspend?

I just read two interesting articles about spending habits. One focused on boomers and the other discussed the differences in spending habits of boomers, Gen X, Millennials, and Gen Z. The latter article was based on data from Bank of America…

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1 year ago

My Three Cs to Overcome Negativity

We can ignore the media and all the daily negative overload to a certain point, but I am an economist and keeping up with the financial markets and everything that affects them (which is about everything in our world) is in my blood. It is my passion. I just have to know!

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