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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]

 

    

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Retirement Planning

Specializing in Retirement Planning, Bogue Asset Management LLC breaks these services down into two phases of life:  The Asset Accumulation Stage and The Retirement Income Planning. 

Asset Accumulation Planning: This stage of life spans one’s working years leading up to retirement and focusing on the accumulation of retirement assets in the most efficient and risk managed manner possible.  Essentially these services are designed so that you can create your own personalized pension.  Learn More 

Retirement Income Planning Includes:  This process can begin in the years immediately before retirement and involves managing your retirement cash flow in the most efficient manner.  This involves effectively managing the two primary risks during retirement: sequence risk (the risk that the market unexpectantly falls when you need income) and longevity risk so that you can enjoy your money throughout your lifetime so you can live with independence and dignity.  Learn More