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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]





Tax Strategy

Effective financial management doesn’t involve AVOIDING income taxes.  Often times, avoiding taxes places you at higher risk or inefficient circumstances elsewhere.  Rather than tax avoidance, one should strive for tax efficiency. 

Income Tax Strategy Services involve: 

- Tax advantages of locating specific investment vehicles within the various taxable and tax advantaged investments available.
- Making the most of tax advantaged employee benefits
- Retirement distribution planning in a tax effective manner
- Timing taxable events to avoid inefficient tax situations
- Managing the alternative minimum tax (AMT) implications
- Year end tax projections and last minute efficiency strategies
- Tax loss harvesting strategies
- Roth conversion strategies
- Estimated Maine and Federal tax determination and appropriate income withholding