Wealth Management for Every Season of Your Life
Bowman Asset Management was founded in 1996 to work with individual investors and small business owners. Focusing on wealth preservation, retirement income planning, and tax-managed investment strategies, Bowman Asset Management is here to support you in your journey to financial security. We customize solutions for our clients and create retirement income plans to help them meet their current needs and long-term goals. Our company is built on a solid foundation of professional client service and in-depth market knowledge.
The Importance of an Independent Financial Advisor
Bowman Asset Management Wealth Management System
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
For some, the social impact of investing is just as important as the return, perhaps more important.
However exciting retiring abroad may sound, it deserves considerable planning.
Do your insurance needs stay the same when the nest empties?
Knowing your options when a CD matures can help you make a sound investment decision.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
All about how missing the best market days (or the worst!) might affect your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
The decision whether to buy or rent a home may have long-term implications.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What are your options for investing in emerging markets?