Bogue Blog ::

Frequently Asked Questions

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bogue e-news ::        

Bogue Asset Management’s Quarterly Investment Letter In my latest newsletter I discuss how my tactical overallocation towards overseas stocks and non-core US bonds paid off and I continue to see headwinds in the return potential of U.S. stocks over the next five years .........[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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Useful Sites

Professional Association for Personal Financial Advisors-NAPFA - http://www.napfa.org/

The National Association of Personal Financial Advisors promotes client centered financial planning. Members hold the highest level of proficiency in their areas. NAPFA memembers are compensated on a fee-only basis to minimize conflicts of interest.

Government Agencies

Internal Revenue Service  http://www.irs.gov/
Online IRS publications, forms, and information

Social Security Administration   http://www.ssa.gov/
Online informational resource on Social Security and Medicare benefits

Market News

Bloomberg   http://www.bloomberg.com/intro3.html
Latest market news and data

Stock Market News

Morningstar   http://www.morningstar.com/
Resource guide for investing