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]
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