Tom Bowman, CFA

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

05/22/2026

We have a new Fed Chair starting this week. It isn't clear yet though, whether how this will affect long-term rates.

05/08/2026

It has been a tale of two markets out there, although the good news is, the S&P 500 is at or near all-time-highs all week.

04/10/2026

Softer than expected CORE inflation number dropped today. This was likely a welcome sign for most investors.

04/02/2026

Markets were positive this week for the first time in a few. Oil prices will likely be in focus after the holiday weekend.

03/27/2026

AI Infrastructure/ Build out trade might still be in play.

03/20/2026

Markets this week have the fed in focus once again.

03/13/2026

Weekly Market Update (March 13, 2026): GDP Revised Lower, PCE In Line.

02/27/2026

Inflation will be back in focus with a hot reading on PPI.

02/13/2026

While the inline CPI number was the official headline, the real story is how AI disruption is shaking up everything from software to wealth management. Companies like Altruist are proving that if you aren't keeping up with new tech trends, your stock is going to feel the impact.

Leaving a job often comes with a big question: What should you do with your old 401(k)?In this video, I break down the t...
02/09/2026

Leaving a job often comes with a big question: What should you do with your old 401(k)?

In this video, I break down the three primary strategies for managing your retirement savings after a career move, including the pros and cons of each.

What to Do with Your 401(k) After Leaving Your Job: ExplainedTom's Calendar: InvestorsPortfolioServicesBooking@investorsportf..." rel="ugc" target="_blank">https://outlook.office.com/book/InvestorsPortfolioServicesBooking@investorsportf...

Address

Puyallup, WA

Opening Hours

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

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