Rogé Report Archives

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February 2012 (2)
- 06: Winner: Rosanne Roge
- 06: What to Do With Leftovers in 529 Plans
January 2012 (3)
- 26: Six ways to maximize retirement ‘sweet spot’ years
- 23: Paying More For Dividends
- 18: 2011 Review & Outlook
December 2011 (7)
- 30: Will New Year Bring New Hope For Euro?
- 16: Should Investors Test Drive Ford?
- 05: Beam Inc.: Punch Drunk Profits
- 05: Conversation Starters: 20 Questions to Ask Your Parents
- 05: Tier relo ups ATL status as ‘fintech’ hub
- 05: Funds move away from star managers
- 05: When Gold Buyers Overpay
November 2011 (4)
- 30: Important Figures for 2012
- 10: Medicare Primer for the “New Boomers”
- 03: Why Gold?….Why Now?
- 03: Portfolio Strategy
October 2011 (4)
- 31: Caring for Mom and Dad can activate tax breaks
- 28: 9 Things Financial Advisers Don’t Want You to Know
- 20: The Government Giveth and Taketh Away
- 20: Exotic Investments That Offer Gains, but Also Pose Risks
September 2011 (4)
- 27: Europe: Financial Stability Being Tested
- 23: Fed’s Operation Twist More Like Operation Purple Nurple
- 22: Why Investing In The Technology Sector Looks Attractive
- 15: Bubble Fears Cooling in Emerging Markets
August 2011 (9)
- 29: Fiduciary leaders splinter into two advocacy groups over divergent views
- 16: Och-Ziff: A Hedge Fund With an Upside
- 16: How much will I be spending in retirement?
- 16: The Real Problem with the Market – Lack of Growth and Leadership
- 15: Novo Nordisk: Profiting From the Company’s Pharmaceutical Expertise
- 11: Finding Income in a Volatile Market
- 11: Bio-Reference Labs: Sustainable Long-Term Growth
- 08: S&P’s Downgrade of Long Term U.S. Debt
- 05: Co-Signing on the Dotted Line
July 2011 (4)
- 28: A Goal in Search of Leadership
- 20: Future of the Eurozone
- 15: Who Are the Top 50 Women in Wealth for 2011?
- 12: Europe and Tech Push Wall Street to 3rd Day of Losses
June 2011 (8)
- 29: The Future of the Euro
- 28: Hi-Tech Pharmacal: Bright Future in Generic Drugs
- 24: Advisors Steer More Assets Into Domestic, Global Equities
- 21: Paulson Is Not Alone as Sino-Forest ‘Mistake’ Hits $31 Billion Davis Fund
- 16: World Equity Valuations by the Shiller PE Ratio
- 15: A Long-Term Care Primer: The Need and the LTCI Option
- 13: Related News:Personal Finance .Berkowitz Leads Top Stock Pickers Hitting Bottom as Growth Slows
- 09: Why an Emerging Market Bubble May Be on the Horizon
May 2011 (7)
- 24: JSE Ltd.: South Africa’s Stock Exchange Ripe for Growth
- 20: eResearch Technology: Profiting From Healthcare Efficiency
- 20: Atrion: Medical Supply Company Is Poised to Benefit From an Aging Population
- 10: MediWare: Profiting From Government Healthcare IT Stimulus
- 04: Having the ‘Driving’ Conversation With Older Clients, or Their Parents
- 03: Starting the ‘Conversation’ With Aged Parents: A Financial Geriatric Tip
- 03: Apple: Understanding the Steve Jobs Discount
April 2011 (4)
- 27: How to Solve the Deficit Problem in the U.S.
- 04: Resources for Caregivers to the Aged
- 03: Events in Japan and the Middle East
- 01: Are You Ready…the New Retirement
March 2011 (3)
- 24: Apple, Vodafone Are Fund Manager’s Wireless Picks
- 24: How Age Influences Investment Moves
- 22: GSE Systems: Nuclear Rebound Inevitable
February 2011 (7)
- 25: How To Find The Best Mutual Funds
- 24: Mutual Fund Bets on Managers, Not Stocks
- 23: Bulls vs. Bears
- 23: US Stocks Slip Amid Libya Turmoil; Energy Climbs
- 22: Are You Ready The New Retirement
- 17: Silver’s Surge, Find the Best Funds, Anti Momentum, FX Strategies
- 16: The Banker and The Fisherman Now Available on Amazon’s Kindle
January 2011 (9)
- 30: Simulations Plus: Flying under the Radar
- 26: Fourth Quarter 2010 Market Review & Outlook
- 26: Important Figures for 2011
- 24: Roge Report – January 2011
- 24: Clients and the New Higher Deductibility Limits for LTC Insurance
- 10: As stocks rise, bonds lose a step
- 03: Liquidity Services-Poised to Reap Rewards
- 03: IRS Raises Deductibility Limits for Long Term Care Insurance
- 01: Fourth Quarter 2010 Market Review & Outlook
December 2010 (6)
- 30: Back to the Past for a Perfect Portfolio
- 29: Nathan’s Famous: This Dog’s Got Legs To Run
- 26: Fourth Quarter 2010 Market Review & Outlook
- 26: A RIDDLE, WRAPPED IN A MYSTERY, INSIDE AN ENIGMA
- 21: Ron Roge’s Modest Proposal on FINRA as RIAs’ SRO: A Role for the CFP Board?
- 01: FinishMaster’s Future Looks Bright
November 2010 (8)
- 26: Year-End Tax Tips
- 26: The Uncertainties of Life and How to Address Them
- 26: Third Quarter 2010 Market Review & Outlook
- 19: Help for Clients Who Want Age in Place on Taxes, Technology and Medication
- 18: US stocks jump on GM IPO
- 13: How To Play a Market Rally
- 08: 6 Reasons for Putting Off Buying A Home
- 05: Give the Gift of Stock This Holiday Season
October 2010 (5)
- 22: What Do Your Adult Kids Know About Your Personal Finances?
- 21: The Case for a Healthcare Advocate,Part III Navigating the Medicare Maze
- 13: 5 Stocks to Buy, Then Hold for a Decade
- 07: Special Situations Investing
- 01: The Case for a Healthcare Advocate: The Financial Gerontologist Blog
September 2010 (4)
- 26: A Little Known Veterans Benefit…Aid-and-Attendance
- 24: Apple, Google and Microsoft: Buy or Avoid?
- 23: The Financial Gerontologist: A Little Known Veteran’s Benefit
- 21: Where to Invest Money Now
August 2010 (4)
- 26: Pandemic of Uncertainty
- 25: Adviser Looks Into His Crystal Newsletter
- 16: The Volatility Watch Continues
- 10: Deleveraging, Reregulation, and Temporary Mistakes
July 2010 (5)
- 29: Romick Holds Cash Like Klarman in ‘Free-Range Chicken’ Fund
- 26: Second Quarter 2010 Market Review & Outlook
- 26: Research, Due Diligence and Education (Behind the Scenes)
- 15: Rising Tide Can’t Lift All Materials Stocks
- 11: Don’t Push Big Pharma Off A Cliff Just Yet
June 2010 (3)
- 15: Damn the Dividend, BP’s Still a Buy
- 07: Gissen, Roge, Litman/Gregory Win Attention
- 07: Funds of Their Very Own
May 2010 (8)
- 26: Are We Losing Our Marbles?
- 26: Getting Organized
- 26: First Quarter 2010 Market Review and Outlook
- 26: First Quarter 2010 Model Performance Portfolio
- 26: A Trillion Here, A Trillion There
- 10: Tune Out The Dow’s Noise
- 01: At The Pinnacle
- 01: Recapturing The Joy In Your Life
April 2010 (5)
- 26: Senate Reaches Tentative Agreement on Reform
- 19: Analyzing The Goldman Sachs Suit
- 14: Hechmer Leads Money Managers in Startups After Industry Shake Up
- 12: Unsung Heroes in the Rise of a Fiduciary Standard
- 07: Job Report Suggest Text Book Recovery
March 2010 (5)
- 26: New Power of Attorney Forms for New York Residents
- 25: Don’t Count on Social Security for Retirement
- 20: LI Could Take Tax Hit
- 12: Let The Process Be Your Guide
- 05: Apple: Smart to the Core
February 2010 (3)
- 26: Planning for Recovery
- 25: Don’t Bet on a Retail Recovery
- 02: That Commercial Real Estate Shoe
January 2010 (7)
- 26: Inflation Attacks The Tooth Fairy!
- 26: The Pieces of AIG
- 25: Waiting for Citi to Change
- 20: Goldman The Invincible
- 01: Once
- 01: How To Play It
- 01: Kraft: is Cadbury the Missing Global Ingredient?
December 2009 (5)
- 25: The First Principle of Value Investing
- 24: Philosophy Meets Finance In Adviser’s Book
- 09: OWNing Oprah
- 07: Avoid Reverse Mortgages
- 02: GE Without “30 Rock”
November 2009 (8)
- 26: Sending Your Money To College
- 26: Investing for the Long Run
- 23: A Kindle, Gentler Nation
- 19: On Black Friday Sales 2009, Can Amazon Compete With Wal-Mart?
- 19: Unemployment Up Again
- 18: Renting From Fannie Mae
- 11: Dow Hits Another 13-Month High
- 11: Buffett Bought a Choo-Choo (And You Should Too)
October 2009 (13)
- 31: Time Heals Everything in Quarterly Statements
- 27: Banks: Winners and Losers
- 22: Why Is This Recession Not Like Any Other?
- 21: The Jobless Recovery
- 20: SIFMA Proposal Falls Short in Protecting Investors, Says Fiduciary Group in Letter to Congress
- 14: Ford’s A Buy
- 14: Making Sense of Earnings
- 13: The Peacock’s On The Chopping Block
- 12: The More Confident Consumer
- 09: How To Repay Student Loans Early
- 06: Tech to Prosper in 2010
- 05: Global Finance Industry Is Still Dragging
- 01: What Reversion To The Mean Means
August 2009 (1)
- 26: How to Protect Yourself from the Madoffs and Ponzis of this World
July 2009 (1)
- 26: New FDIC Levels
May 2009 (1)
- 26: Web Sites and Other Resources
January 2009 (1)
- 26: Already Have What You’ve Been Looking for?
November 2008 (1)
- 26: Aging in Place
October 2008 (3)
- 26: Starting the Conversation
- 26: The Parent-Child Conversation: Role Reversal
- 26: No Place to Hide
September 2008 (1)
- 26: ”A Piece of Paper or a Place to Live”
August 2008 (1)
- 26: FDIC and SIPC Provide Basic Investment Protection
July 2008 (1)
- 26: Second Quarter 2008 Market Review and Outlook
June 2008 (3)
- 26: Caring for Your Parents
- 26: Rollovers from Employer-Sponsored Plans
- 01: Making Life Feel More Perfect
April 2008 (1)
- 01: Can Your Environment Affect Your Decisions? A Lesson from Weight Watchers®
March 2008 (1)
- 26: Uncertainty!
December 2007 (1)
- 26: Documents on the Go
November 2007 (1)
- 26: Permit Me To Help You
October 2007 (3)
- 26: Your Home is No Longer Your Savings Account
- 26: The Case for a Health Care Advocate
- 01: Thank You, Mr. Siracusa!
September 2007 (1)
- 26: Think Inflation Is All About Interest Rates? Think Again.
August 2007 (2)
- 26: The 22 Year Car Payment
- 26: When You Least Expect It
July 2007 (1)
- 26: Breakeven!
April 2007 (1)
- 26: To Hedge or Not to Hedge?
March 2007 (1)
- 26: Right Sizing Right Now for the Pro Active Senior
January 2007 (4)
- 26: Spending vs. Saving
- 26: What’s Your Legacy?
- 26: Changes in Medicaid Planning Under the Deficit Reduction Act of 2005
- 26: Sovereign Wealth Funds: A Timely Fix?

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