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Bogue Asset Management’s Quarterly Investment Letter      

The global stock markets continued their climb in the first quarter of 2021.  Clearly it did not pay to get out of the markets last spring.  In this letter I will discuss what investment areas should continue to do well moving forward and talk about the return of inflation risk .........[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]





Employee Benefit Optimization

Employee benefits should be viewed as part of how you are compensated by your employer. 

Employee benefit review involves:

- Reviewing group life, disability, health and in some cases long term care insurance and optimizing this coverage with what you can receive privately on your own
- Optimizing your retirement benefits package including pension plans and defined contributions plans such as 401(k), 403(b) or 457 plans.
- Taking advantage of fringe benefits
- Taking advantage of tax advantaged offering such as health savings account, child care reimbursement accounts and/or medical reimbursement options
- Helping small business determine appropriate benefit packages and vendors to provide this service.