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Bogue Asset Management’s Quarterly Investment Letter      

In this commentary, I discuss the choppy market environment experienced over the quarter and what appears like a tug of war between positive and negative economic factors.  I also discuss a more tactical tilt towards higher credit quality bonds, value stocks and a continued belief that overseas stocks are undervalued...........[See More]

    

How your advisor is compensated does matter.  Lately there has been a blurring of the lines with the use of the term “Fee-Based” to describe how one is compensated.  I’ll tell you why Fee-Based is not Fee-Only and the difference can be substantial: [See More]

 

    

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Estate Planning

How do you want to be remembered? Bogue Asset Management believes that this is the core of the estate planning process and the monetary implications of estate planning should be a sub-set of this. 

Estate Planning Involves: 

- Defining how you want to be remembered
- Developing gifting strategies for loved ones and charity
- Making sure that you have the right estate planning documents executed and they clearly reflect your intent
- Coordinating matters with estate planning attorney’s and other professionals in their field of expertise
- Effectively managing probate issues
- Proper beneficiary designations and periodic review
- Organizing your important information
- Efficient management of projected estate taxes