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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]





Portland Maine Money and Debt Management | Financial Planning

Debt can actually be beneficial because without it, many people wouldn’t be able to afford a home, earn an education or buy a car. However leverage cuts both ways; the misuse of debt can lead to bankruptcy, devastation and financial ruin.

Debt Management Services involve: 

- Identifying if debt is interfering with accomplishing your lifetime goals
- Differentiating good and bad debt
- Developing a plan of action to eliminate bad debt as soon as possible
- Restructuring debt to more efficient means if available and feasible