Media Design Expression Template #12 Financial

Bowers Capital Management

Planning

"It wasn't raining when Noah built the Ark." ~author unknown

Your financial plan is all about funding your goals for the rest of your life.

Asset Management

"I spend about 15 minutes a year on economic analysis. The way you lose money in the stock market is to start off with an economic picture. I also spend 15 minutes a year on where the stock market is going."

~Peter Lynch

Asset management is all about emotionless asset allocation, while selection and timing are secondary.

Investor Behavior

The Sixth Patriarch, long ago in China, once passed two monks who were arguing about a flag blowing in the wind.

One monk said, "It is the flag that is moving."

The second monk said, "It is the wind that is moving."

The Sixth Patriarch said, "You are both wrong. It is not the flag, it is not the wind; it is your minds that are moving."

Moving minds do more damage than moving markets. The biggest mistake of them all is the one you are just about to make.

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Can You Fund Your Goals?

What are your goals?

College funds? New or second home? Maintaining or increasing your standard of living in the future? How much do you want to travel each year? Do you want a new boat? How often can you afford a new car? Do you have enough life insurance? Will the surviving spouse have enough income?

The Retirement Lifestyle Book and online Goal Wizard helps you identify and manage your goals.

See Sample Plan

Your Financial Plan

What do you really want from your money? What are your financial goals? Until you think about these questions, it is difficult to manage a successful lifelong financial plan.

Your goals drive your plan, and your plan drives the management of your assets.

It comes down to keeping your eye on your financial goals, ignoring short-term gyrations, and taking the advice of a professional.

Be not concerned with what is working today, but be very concerned with what has always worked.

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Click here to open a sample financial plan report.