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Bogue Asset Management’s Quarterly Investment Letter      

In this commentary, I discuss how it feels good to see positive market returns as compared to the losses in the fourth quarter.  However just as I would not use last years losses when projecting out over the coming years, it is equally important to temper my expectations on the upside after this years quarters strong rebound.........[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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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.