Bogue Asset Management’s Quarterly Investment Letter
Financial market history tells us to expect the unexpected; expect to be surprised. And positive surprises happen too. Last year was a tragic one, yet global stocks were up over 16%. In this latest edition of my Quarterly Investment letter I see the current momentum in the market continuing, but it is not without it's risks. And I'm beginning to see the headwinds of recent portfolio performance turning into a sustained trend.........[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]
Financial Planning It’s a known fact that you have a higher rate of success if you have a financial plan in place. Bogue Asset Management LLC has helped many people over the years develop a clear vision of what they want in their lives and the most effective course of action to manage wealth and see their goals reach fruition. [Learn More] | Investment Management Effective portfolio management begins with keeping your goals as the dominant determinant of how you develop your investment strategy. Bogue Asset Management LLC has helped many people keep their eyes on what matters, focusing on what can be controlled rather than letting the financial markets dictate plans. [Learn More] | |
Why Bogue Asset Management?
Bogue Asset Management LLC is a fee-only financial planning and investment advisory firm offering services to individuals, families, trusts and small businesses in Maine with a majority of our clients in Maine with offices in Wells and Portland. Jeff Bogue is a certified financial planning certificant (CFP™) and a state licensed investment advisor in Maine and Texas.
Our mission is to enhance quality of life by helping our client's find a balance between money and their goals. We help people keep the promises they make to themselves.
Our Client's Value:
-The comfort in knowing things are being handled.
-Their affairs are managed efficiently in terms of time and cost.
-A fee-only relationship not conflicted by the sale of a product.
-Understanding the impact of the decisions they make.
-Having a clear vision of their goals and the path to achieve them.
-Avoidance of big financial mistakes they would make on their own.
-Having someone they can trust on their side.
-Organization, coordination, and control.
-Having the time to do what matters most in their life.
-Not worrying about money.
-Seeing their dreams become reality.
-Understanding money is the means, not the end.
Feel free to explore our website and the services that Bogue Asset Management has to offer.
-Jeff Bogue
Principal