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]
Small Business Planning
The key for a small business is not to be in a position of always working for the business, but having the business work for you so that it has a part of helping achieve your lifetime goals.
Small business planning involves:
- Defining your personal goals for the business
- Determining the right business entity to form
- Strategic planning for the future
- Budgeting and future cash flow projections
- Managing day to day cash flow
- Business continuity and succession planning
Bogue Asset Management works with small business and entreprenuers in the state of Maine.