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Bogue Asset Management’s Quarterly Investment Letter In this quarters commentary, I highlight a few of the positive economic indicators in support of a synchronized global growth recovery. But, as always, there are significant uncertainties and unknowables when it comes to economic forecasting. Humility and intellectual honesty—knowing what you do not know and what you can not know and can not accurately predict—are crucial. Stock market corrections can happen any time despite the global economy’s current health, and investors should prepare themselves for market dips and drops along the way.........[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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Estate Planning

How do you want to be remembered? Bogue Asset Management believes that this is the core of the estate planning process and the monetary implications of estate planning should be a sub-set of this. 

Estate Planning Involves: 

- Defining how you want to be remembered
- Developing gifting strategies for loved ones and charity
- Making sure that you have the right estate planning documents executed and they clearly reflect your intent
- Coordinating matters with estate planning attorney’s and other professionals in their field of expertise
- Effectively managing probate issues
- Proper beneficiary designations and periodic review
- Organizing your important information
- Efficient management of projected estate taxes