Tom Bowman, CFA

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Tom Bowman, CFA As an independent wealth manager, I help families achieve their financial goals.

My areas of expertise:
- Personal financial planning
- Retirement planning
- Portfolio and Investment analysis
- Tax optimized portfolio construction
- Foundation and Endowment Investment consulting
- Retirement Plan (401k, SEP, SIMPLE) optimization
- Business forecasting and cash flow planning

10/02/2026

Are you tired of hearing about interest rates yet? Again jobs numbers and inflation expectations seem to be driving markets.

09/25/2026

Rates are up again this week which means bonds are generally down for the week.

09/18/2026

The Federal Reserve took center stage this week, but markets were largely unchanged as investors digested the latest policy signals and economic data. While the S&P 500 and Nasdaq finished essentially flat, the Dow lagged behind, highlighting how a handful of sectors drove performance in an otherwise quiet market week.

It is always great to learn from other advisors in the industry. The Titan Investors Conference last week was a great op...
09/08/2026

It is always great to learn from other advisors in the industry. The Titan Investors Conference last week was a great opportunity to both help provide insight to others advisors and gain insight from the other speakers.

Our very own Tom Bowman, CFA joined the Titan Investor Conference in Bellevue last week as a panelist, discussing the current credit market environment.

It was great to have IPS represented on this stage! šŸŽ¤

08/28/2026

Can ā€œClaudeForceā€ Save Software? So far this week investors are betting software wont be replaced as fast as first believed earlier this year.

08/21/2026

Treasury buybacks are the big news this week.

08/07/2026

Markets are at all-time-highs this week but lots of stocks are seeing high volatility under the surface of the market.

07/17/2026

AI build out stocks are declining this week. Time will tell how long this lasts.

07/10/2026

Investors seem to be a little unsure where to position into the second half of the year.

06/26/2026

All eyes seemed to be on inflation again this week as we move into another week post Iran War resolutions.

Address

Puyallup, WA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 8am - 4am

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