Financial Planning News and Announcements

Protected: AI: The Next Bubble?

Jeff Bogue2023-10-11T22:33:19+00:00October 11, 2023|Insight, Investing|

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Protected: The Good Old Days?

Jeff Bogue2023-10-11T22:13:04+00:00October 11, 2023|Financial Security, Insight|

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Investment Letter 2nd Quarter 2023

Jeff Bogue2023-07-11T20:54:44+00:00July 11, 2023|Economics, Investing|

Market Recap Global equities continued to rally in the second quarter, led by surging U.S. mega-cap technology and growth stocks, particularly anything related to Artificial Intelligence (AI). The S&P 500 index gained 6.6% in June and 8.7% in the second quarter, driving its year-to-date return to 16.9% overall. The technology [...]

Protected: Planning for Greater Longevity

Jeff Bogue2023-07-09T16:14:53+00:00July 9, 2023|Retirement Planning|

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Protected: Bad Bots on the Internet

Jeff Bogue2023-07-12T14:57:13+00:00July 9, 2023|Financial Security|

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Investment Letter 1st Quarter 2023

Jeff Bogue2023-04-11T12:23:26+00:00April 11, 2023|Economics, Investing, News|

Market Recap Despite the stress in the banking system, including the failure of Silicon Valley Bank, global equity markets held up remarkably well in March and posted solid returns for the quarter. The S&P 500 index was up 3.7% in March and gained 7.5% in the first quarter. Developed international [...]

Protected: Investment Account Protection from Brokerage Firm Insolvency

Jeff Bogue2023-04-10T21:04:51+00:00April 10, 2023|Economics, Insight, Investing|

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Protected: Tax Effective Charitable Giving

Jeff Bogue2023-04-10T20:57:05+00:00April 10, 2023|Charitable Giving, Taxes|

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Investment Letter 4th Quarter 2022

Jeff Bogue2023-01-10T22:24:01+00:00January 10, 2023|Economics, Investing|

Market Recap An extremely difficult year in the financial markets ended with a thud for U.S. stocks. After a 14% rally in October and November, the S&P 500 Index dropped 5.8% in December to close out the year with an 18.1% loss, its largest annual decline since 2008. Foreign stock [...]