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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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Useful Sites

Professional Association for Personal Financial Advisors-NAPFA - http://www.napfa.org/

The National Association of Personal Financial Advisors promotes client centered financial planning. Members hold the highest level of proficiency in their areas. NAPFA memembers are compensated on a fee-only basis to minimize conflicts of interest.

Government Agencies

Internal Revenue Service  http://www.irs.gov/
Online IRS publications, forms, and information

Social Security Administration   http://www.ssa.gov/
Online informational resource on Social Security and Medicare benefits

Market News

Bloomberg   http://www.bloomberg.com/intro3.html
Latest market news and data

Stock Market News

Morningstar   http://www.morningstar.com/
Resource guide for investing