Recent Publicity
| Date | Publication | Title |
| 12/11/2007 | Fox Business | Fox Business, "Sears, Restoration Hardware a Great Play, Investors Say" by: Ken Sweet |
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| 12/05/2007 | U.S. News | U.S. News, "Invest with the Superstars" by: Katy Marquardt |
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| 12/05/2007 | Medical Economics | Medical Economics, "Hitting the Benchmark Just Isn't Acceptable" by: Ronald W. Rogé |
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| 11/23/2007 | Newsday.com | Newsday.com, "Retiree Looks to Maximize Investment Income" by: Lynn Brenner |
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| 11/14/2007 | bottomlinesecrets.com | bottomlinesecrets.com, "A Fund that Mixes Individual Stocks and Other Funds" |
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| 11/08/2007 | Forbes | Forbes, "Retiring Comfortably" by: Nikhil Hutheesing |
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| 11/07/2007 | Advisor Yearbook | Advisor Yearbook, "The Road to Independence" by: Bob Clark |
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| 11/05/2007 | Investment News | Investment News, "Sometimes It's Just a Gut Feeling" by: Sue Asci |
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| 10/23/2007 | Fox Business | Fox Business, "Buy Order: Betting on Reflation in Japan" by: Matt Egan |
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| 10/07/2007 | The Wall Street Journal | The Wall Street Journal, "Pendulum Swings Back to Growth Funds" by: Jaclyne Badal |
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| 10/2007 | Investment Advisor | Investment Advisor, "To Hedge or Not to Hedge" by: Ron Rogé |
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| 08/31/2007 | Newsday.com | Newsday.com, "$300k in a CD - Is It Protected?" by: Lynn Brenner |
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| 08/21/2007 | The Wall Street Journal | The Wall Street Journal, "Advisers Say "Hang in There" to Clients Large and Small" by: Daisy Maxey |
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| 08/19/2007 | The New York Times | The New York Times, "No Stomach for Risk? Maybe It's Time to Change Your Diet" by: Paul J. Lim |
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| 08/17/2007 | Dow Jones Newswires | The Wall Street Journal, "Wealthy Investors Advised Stay With Plan" by: Daisy Maxey |
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| 08/15/2007 | The Wall Street Journal | The Wall Street Journal, "Best Buys in This High-Flying Market - Choose Concentrated Funds" by: Ron Rogé |
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| 08/14/2007 | MarketWatch | MarketWatch, "Better performance, more pay" by: Marla Brill |
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| 07/29/2007 | New York Post | New York Post, "Beware of Dogs (Hot Sectors have Lagging Funds)" by: Gregory Bresiger |
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| 07/19/2007 | The Wall Street Journal | The Wall Street Journal, "Digging Out" by: Tom Herman |
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| 07/10/2007 | Myrtlebeachonline.com | Myrtlebeachonline.com, "Get Financial Records In Order" by: Tom Herman |
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| 07/2007 | Investment Adviser Magazine | Investment Adviser Magazine, "A Piece of Paper or a Place to Live" by: Rosanne Grande |
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| 06/07 | Physician's Money Digest | Physician's Money Digest, "Are You Retiring Without a Net?" by: Steven M. Roge |
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| 06/07 | Physician's Money Digest | Physician's Money Digest, "Fees that can Deviour Retirement Savings" by: Steven M. Roge |
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| 06/24/07 | New York Post | New York Post, "Graduate Savings" by: Gregory Bresiger |
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| 06/15/07 | Ticker | Ticker, "Riding Stewards of Capital" by: Steven M. Roge |
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| 05/18/07 | SmartMoney.com | SmartMoney.com, "Longer Lives Mean Longer Financial Plans" by: Will Swarts |
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| 05/08/07 | TheStreet.com | TheStreet.com, "Lackluster Showing from Liberty Media" by: Nat Worden |
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| 05/07 | Investment Adviser Magazine | Investment Adviser Magazine, "Compassion, Knowledge and Personalized Service" by: Kara Stapleton |
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| 04/06/07 | Dow Jones Newswires | Dow Jones Newswires, "Roge Fund Focuses on Companies' Management" by: Carmen Fleetwood |
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| 04/07 | Kiplinger.com | Kiplinger.com, "Best of the New Funds" by: Katy Marquardt and Andrew Tanzer |
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| 03/11/07 | The New York Times | The New York Times, "This Time, the Turbulence May Last Awhile" by: Paul J. Lim |
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| 03/08/07 | USA Today | USA Today, "Are You Saving Too Much for Retirement?" by: Sandra Block |
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| 03/06/07 | The Wall Street Journal | The Wall Street Journal, "To Save Beyond 401(k)s, Understand Your Budget" by: Jilian Mincer |
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| 03/04/07 | Newsday.com | Newsday.com, "Changing Deed When Heir Dies," by: Lynn Brenner |
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| 03/01/07 | Investment News | Investment News "Saving Even a Little Builds That Retirement Nest Egg," by: Eileen Alt Powell, the Associated Press |
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| 02/05/07 | Investment News | Investment News “Fund Fees Matter, but Quality is Bigger Part of the Mix” by: Steven M. Roge |
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| 01/31/07 | Bottom Line Secrets | Bottom Line Secrets Stock and Fund Picks from a Go-Anywhere Manager by: Steven M. Roge |
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| 01/14/07 | The New York Times | The New York Times When Those Blue Chips Aren't Made in the USA by: Paul J. Lim |
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| 01/07 | Financial Advisor Magazine | Financial Advisor Magazine Amazing Relationships by: Tracey Longo |
