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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]





Small Business Planning

The key for a small business is not to be in a position of always working for the business, but having the business work for you so that it has a part of helping achieve your lifetime goals. 

Small business planning involves: 

- Defining your personal goals for the business
- Determining the right business entity to form
- Strategic planning for the future
- Budgeting and future cash flow projections
- Managing day to day cash flow
- Business continuity and succession planning

Bogue Asset Management works with small business and entreprenuers in the state of Maine.