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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]

 

    

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Useful Sites

Professional Association for Personal Financial Advisors-NAPFA - http://www.napfa.org/

The National Association of Personal Financial Advisors promotes client centered financial planning. Members hold the highest level of proficiency in their areas. NAPFA memembers are compensated on a fee-only basis to minimize conflicts of interest.

Government Agencies

Internal Revenue Service  http://www.irs.gov/
Online IRS publications, forms, and information

Social Security Administration   http://www.ssa.gov/
Online informational resource on Social Security and Medicare benefits

Market News

Bloomberg   http://www.bloomberg.com/intro3.html
Latest market news and data

Stock Market News

Morningstar   http://www.morningstar.com/
Resource guide for investing