Frequently Asked Questions

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]