Financial Planning News and Announcements

Protected: Should You Buy Long-Term Care Insurance?

Jeff Bogue2024-01-10T22:00:09+00:00January 10, 2024|Insurance, Retirement Planning|

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Protected: High Health Insurance Inflation Continues

Jeff Bogue2024-01-10T21:57:19+00:00January 10, 2024|Economics, Financial Security, Insurance|

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Investment Newsletter 3rd Quarter 2023

Jeff Bogue2023-10-11T22:51:23+00:00October 11, 2023|Economics, Investing|

Market Recap The S&P 500 reached a 2023 high at the end of July before selling off 7.5% through August and September to finish the quarter down 3.3%. Year-to-date the index remains up a solid 13%. Smaller-cap stocks (Russell 2000) also had momentum early in the quarter but changed course [...]

Protected: AI: The Next Bubble?

Jeff Bogue2023-10-11T22:33:19+00:00October 11, 2023|Insight, Investing|

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Protected: The Good Old Days?

Jeff Bogue2023-10-11T22:13:04+00:00October 11, 2023|Financial Security, Insight|

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Investment Letter 2nd Quarter 2023

Jeff Bogue2023-07-11T20:54:44+00:00July 11, 2023|Economics, Investing|

Market Recap Global equities continued to rally in the second quarter, led by surging U.S. mega-cap technology and growth stocks, particularly anything related to Artificial Intelligence (AI). The S&P 500 index gained 6.6% in June and 8.7% in the second quarter, driving its year-to-date return to 16.9% overall. The technology [...]

Protected: Planning for Greater Longevity

Jeff Bogue2023-07-09T16:14:53+00:00July 9, 2023|Retirement Planning|

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Protected: Bad Bots on the Internet

Jeff Bogue2023-07-12T14:57:13+00:00July 9, 2023|Financial Security|

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Investment Letter 1st Quarter 2023

Jeff Bogue2023-04-11T12:23:26+00:00April 11, 2023|Economics, Investing, News|

Market Recap Despite the stress in the banking system, including the failure of Silicon Valley Bank, global equity markets held up remarkably well in March and posted solid returns for the quarter. The S&P 500 index was up 3.7% in March and gained 7.5% in the first quarter. Developed international [...]