Financial Sense http://mainebusiness.mainetoday.com/blogs/jbogue/ en-us bogueam@maine.rr.com 2008-02-18T09:04:48-05:00 hourly 1 2000-01-01T12:00+00:00 Have Over 10% of your Portfolio in Employer Stock? Ten Reasons Not To http://mainebusiness.mainetoday.com/blogs/jbogue/022460.html Five years after Enron, people still don’t get it. The problem is holding too much of your portfolio in one... 22460@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2008-02-18T09:04:48-05:00 Hooray for the Voter Stimulus Bill http://mainebusiness.mainetoday.com/blogs/jbogue/022161.html Of course I’m being sarcastic here, but the economic stimulus legislation expected to be signed by President Bush will create... 22161@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2008-02-12T10:36:44-05:00 Investing: What You Can Be Doing Today http://mainebusiness.mainetoday.com/blogs/jbogue/021545.html In my last blog, I discussed the latest market turmoil and how you should be approaching your investment strategy in... 21545@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2008-01-31T11:06:24-05:00 Investing & Market Turmoil: How to Avoid the Big Mistake http://mainebusiness.mainetoday.com/blogs/jbogue/021146.html With the global stock markets down roughly 10% across the board coupled with all the news about sub-prime, credit markets... 21146@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2008-01-23T09:03:17-05:00 Sub-Prime Meltdown: One Example How Risk Was Totally Disregarded http://mainebusiness.mainetoday.com/blogs/jbogue/018479.html By now you’ve heard all the news surrounding the sub-prime contagion, but for many this isn’t the easiest stuff to... 18479@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2007-11-13T09:52:02-05:00 Planning Ahead: How to Pay Zero Taxes on Capital Gains & Dividends http://mainebusiness.mainetoday.com/blogs/jbogue/018216.html For those in the 15% federal marginal tax bracket or lower next year, an excellent planning opportunity exists. Beginning in... 18216@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2007-11-07T07:21:55-05:00 Are We Entering A Higher Tax Environment? http://mainebusiness.mainetoday.com/blogs/jbogue/017705.html If the current political rumblings and future projections are an indicator, better hang onto your wallet because we could be... 17705@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2007-10-26T06:52:33-05:00 Safe Investing Seminar for Seniors http://mainebusiness.mainetoday.com/blogs/jbogue/016702.html The State of Maine Office of Securities will be hosting a “Wise and Safe Investing Conference” on Tuesday, October 9th... 16702@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2007-10-03T06:26:55-05:00 Your Mortgage Provider Said What? http://mainebusiness.mainetoday.com/blogs/jbogue/015952.html Recently a client got a wonderful sales pitch on how to finance the home they plan to build. After the... 15952@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2007-09-16T17:05:16-05:00 Stock Market Have You Down? It Shouldn’t http://mainebusiness.mainetoday.com/blogs/jbogue/014520.html Over the past month, a lot of investors have been getting scared about the downturn in the market, wondering if... 14520@http://mainebusiness.mainetoday.com/blogs/jbogue/ Investing 2007-08-10T11:23:33-05:00 What You Can Apply From Yale’s Strategy http://mainebusiness.mainetoday.com/blogs/jbogue/013903.html In my last entry, I went over the target asset allocation of Yale’s endowment and the limitations involved in trying... 13903@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2007-07-18T07:16:23-05:00 How Yale Invests http://mainebusiness.mainetoday.com/blogs/jbogue/013700.html Yale’s endowment is well known for its excellent results with an uncommon approach. David Swenson has managed the fund since... 13700@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2007-07-11T09:33:06-05:00 Remember: There is no such thing as a free-lunch http://mainebusiness.mainetoday.com/blogs/jbogue/013193.html Periodically I see financial services companies offering a free financial plan, for example a free retirement analysis or a full... 13193@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2007-06-22T07:47:47-05:00 Tax Reform in Maine? What a Joke http://mainebusiness.mainetoday.com/blogs/jbogue/012970.html With the threat of TABOR back in November and the savings estimated by the state’s school consolidation plan, where has... 12970@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2007-06-15T09:04:19-05:00 One Lousy Retirement Account: The Variable Annuity http://mainebusiness.mainetoday.com/blogs/jbogue/012801.html In the past, I’ve discussed the merits of Immediate Annuities and I’ve also told you to avoid Equity Indexed Annuities.... 12801@http://mainebusiness.mainetoday.com/blogs/jbogue/ 2007-06-11T13:12:47-05:00