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Bogue Asset Management’s Quarterly Investment Letter      

Financial market history tells us to expect the unexpected; expect to be surprised.  And positive surprises happen too.  Last year was a tragic one, yet global stocks were up over 16%.  In this latest edition of my Quarterly Investment letter I see the current momentum in the market continuing, but it is not without it's risks.  And I'm beginning to see the headwinds of recent portfolio performance turning into a sustained trend.........[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]





Retirement Planning

Specializing in Retirement Planning, Bogue Asset Management LLC breaks these services down into two phases of life:  The Asset Accumulation Stage and The Retirement Income Planning. 

Asset Accumulation Planning: This stage of life spans one’s working years leading up to retirement and focusing on the accumulation of retirement assets in the most efficient and risk managed manner possible.  Essentially these services are designed so that you can create your own personalized pension.  Learn More 

Retirement Income Planning Includes:  This process can begin in the years immediately before retirement and involves managing your retirement cash flow in the most efficient manner.  This involves effectively managing the two primary risks during retirement: sequence risk (the risk that the market unexpectantly falls when you need income) and longevity risk so that you can enjoy your money throughout your lifetime so you can live with independence and dignity.  Learn More