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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]





Education Planning

ed pOur children are our legacy and giving them the best education they can get is one way to help your children live successful, happy and independent lives. 

Education Planning involves: 

- Coordinating education planning with other aspects of one’s financial life to make sure there is balance between the needs of today and other future needs such as retirement planning
- Defining the degree of college funding you will provide your children
- Determining the asset allocation of stocks, bonds and cash needed to pay either for a University of Maine System school or a private college.
- Determining how much you will need to fund on a periodic basis to accomplish this.
- Making the best use of tax-advantaged accounts to provide for these needs
- Determining financial aid eligibility and strategies to maximize the potential for aid
- Determining optimal debt solutions
- Exploring alternative options on the path to a college education