Speaker Details


Jack Bowers is the CEO of Independent Fidelity Investors, Inc., publisher of Fidelity Monitor & Insight. He also serves as chief investment strategist of Weber Asset Management and is CEO of Bowers Wealth Management, Inc. The two advisory firms have approximately $460 million under management. Bowers holds a bachelors degree in Electrical Engineering from Washington State University.

Bowers founded Fidelity Monitor in 1986. Back then, he drew on his personal interest in investing and his engineering background from 11 years of employment at Hewlett-Packard. In 2009 he pruchased another long-time Fidelity newsletter, Fidelity Insight and merged the two in 2012 to form Fidelity Monitor & Insight.

Among newsletters tracked by the Hulbert Financial Digest, Fidelity Monitor & Insight is one of the top risk-adjusted performers over the last 25 years. During that time Bowers has been credited with outstanding performance by the Wall Street Journal, Money Magazine, U.S. News, The New York Times, USA Today and Investors Business Daily. He has appeared on the Forbes Newsletter Honor Roll twice.

Content from Jack Bowers

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Fidelity Leveraged: A High Yield Idea

In September 2016, veteran high yield bond manager Mark Notkin took over the specialized stock fund Fidelity Leveraged Company Stock (FLVCX), notes fund expert Jack Bowers, editor of Fidelity Monitor…

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Fidelity Favorites: A Look Abroad

This month, we’ve upgraded our ratings on several diversified foreign stock funds, reestablished a small stake abroad following a multi-year hiatus, asserts Jack Bowers, editor of Fidelity Mon…

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Fidelity Laggards Set to Rebound?

Human nature being what it is, the temptation is always great to buy last year’s “winning” funds and to sell your losers, suggests mutual fund expert Jack Bowers, editor of Fidelit…

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Top Picks 2017: Fidelity Select Telecom

Jack Bowers, who focuses exclusively on Fidelity family funds in his Fidelity Monitor & Insight, looks to the telecom sector for his Top Pick for income investing in 2017. The wireless carrier…

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Top Picks 2017: Fidelity Extended Market

Jack Bowers is an industry-leading expert focused exclusively on funds in the Fidelity family; here, the editor of Fidelity Monitor & Insight looks at a diversified fund chosen as his top growt…

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New Manager Steps into Fidelity Value

Jack Bowers is a leading mutual fund expert, focused on the Fidelity family of funds. Here, the editor of Fidelity Monitor & Insight looks at a favored value fund in his portfolio that has unde…

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Bower’s Bond Bets

With investors largely unconcerned about inflation, yet clearly anxious about the pace of growth in the US and abroad, it’s little surprise that bonds have been faring quite well this year, o…

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Four Favorite Fidelity Funds

Jack Bowers is a leading mutual fund expert and an authority on the Fidelity family of funds. In his Fidelity Insight & Monitor, the advisor reviews some current favorite sector funds. Fideli…