Rogé Report Archives

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2024

April 12th - Enhancing Financial Literacy Across Generations: Generation X
April 5th - Enhancing Financial Literacy Across Generations: Baby Boomers
March 15th - Exciting Announcement!
March 11th - Understanding the Difference Between Inheritance and Estate Taxes
February 12th - Surviving Stock Market Hysteria: Strategies Revealed
January 25th - Financial Wellness Unveiled: Perspectives from CFP® Professionals
January 3rd - The Corporate Transparency Act: What Business Owners Need to Know

2023

December 18th - Happy Holidays from R.W. Rogé & Company, Inc.
December 15th - The Gift of Financial Education: Sustaining Generational Wealth
November 28th - Debunking the Social Security Myth: Will it Run Out by 2035?
November 15th - The Rogé Report
November 1st - How Life Changes Affect Your Financial Planning Needs
October 11th - In Loving Memory of Ronald W. Rogé
October 2nd - R.W. Rogé Nominated for Best Financial Advisor Long Island 2024
September 27th - The Six Biggest Mistakes Investors Make – and How to Fix Them
August 10th - 2023: An Earth Odyssey
August 2nd - R.W. Rogé & Company Named One of America’s Top RIAs for 2023
July 27th - R.W. Rogé & Company, Inc. Celebrates 37 Years in Business
July 20th - Protecting Your Wealth: 6 Strategies for High Income Earners
June 22nd - Inflation: What Your Bills Could Look Like in 2030
May 18th - New Rules for 529 Plans
April 21st - Naming Beneficiaries on Retirement Accounts Under the SECURE Act
March 14th - Too Big to Fail: Bank Failures and The Impact on Your Portfolio
March 3rd - We Won! Best Financial Advisor on Long Island
February 6th - Financial Planning for Couples
January 23rd - The Secure 2.0 Act: What You Need to Know

2022

December 15th - Happy Holidays from R.W. Rogé & Company, Inc.
November 4th - How to Create a Charitable Giving Strategy
October 24th - What is Inflation and Is it Here to Stay?
October 7th - This Month May Be the Time to Buy an I Bond
September 20th - 4 Key Financial Lessons from the Last Recession
September 6th - Should You Lease or Buy Your Next Vehicle?
July 28th - Who We Are and How We Serve Our Clients?
June 20th - What Saving Accounts Should You Have?
May 27th - Is Inflation the Problem?
May 10th - Navigating Market Volatility
April 28th - Retirement: Here’s what financial experts think about bitcoin in your 401(k)
April 18th - What to Do When Laid Off
April 1st - Office Happenings – Spring 2022
March 30th - How Stock Options Work
February 25th - Russian – Ukraine Conflict
February 3rd - Rosanne Rogé in Financial Gerontology Article by FA Magazine
January 13th - Rosanne Rogé Featured in Recent CNBC Article
January 12th - Introducing R W Rogé Mobile

2021

December 31st - Congratulations Philip Brucato, CFP®
December 22nd - ‘Tis The Season to Stop Giving Cash
December 17th - Happy Holidays from R.W. Rogé & Company, Inc.
August 23rd - The SECURE Act: Required Minimum Distributions (RMDs) and Beneficiary Designations
August 4th - 529 Plans: More Than the Gift of Education, an Estate and Tax Planning Oasis
July 23rd - R.W. Rogé & Company, Inc. Celebrates 35 Years in Business
July 19th - The Longevity Challenge: How Not to Outlive Your Retirement Funds
June 21st - Creating a Legacy: Investing for Multiple Generations
May 27th - R.W. Rogé & Company, Inc. Featured in Medical Economics
May 19th - Mutual Funds vs. ETFs | Active vs. Passive, Lessons Learned
April 21st - Congratulations Steven M. Rogé, MBA, CFP®, AIF®
February 22nd - Seniors: 7 Ways to Protect Yourself from Scams
February 1st - Is It Value’s Time to Shine … Again?

2020

December 11th - Happy Holidays From R.W. Rogé & Company, Inc.
October 21st - Year-End Financial Checklist
September 24th - Historical Review: How Do Presidential Elections Affect the Stock Market?
September 4th - Are You Concerned About the Stock Market and 2020 Election?
August 1st - Spending Wisely
July 28th - R.W. Rogé & Company, Inc. Celebrates 34 Years In Business
July 22nd - R.W. Rogé & Company, Inc. Named One of the Top Advisory Firms by investor.com
June 26th - Tools for Coping with Job Loss During a Pandemic
June 3rd - Adjust Your Sails: 4 Tips for Navigating Market Volatility
May 18th - Scammers are also first responders to the coronavirus pandemic. Here’s how to unmask them
May 15th - Office Happenings – Spring Edition
April 27th - Scams to Avoid During the Pandemic
April 23rd - New Resolutions for 2020 and Beyond – Lessons of COVID-19
April 8th - The CARES Act: A Brief Overview
March 27th - Coronavirus and Economic Update: Flu Comparison for United States
March 26th - Staying Connected With Loved Ones
March 17th - Coronavirus: Its Effect on the Economy, Markets and Your Portfolio
February 28th - Coronavirus (COVID-19) and Portfolio Strategy Update

2019

October 2nd - Caregiver Tax Credits and Medical Expense Deductions
August 2nd - Ron Rogé Selected as 100 Top Advisors in US by Investopedia
July 9th - We are Moving to New Offices!
May 24th - Red, White and Blue Investing
April 30th - How to Respond to a Cyber-Attack
April 9th - Office Happenings – Spring Edition
February 19th - Managing Lotto Winnings
January 28th - Office Happenings – Winter Edition
January 21st - New Year’s Financial Resolutions
January 7th - The Importance of Personal Umbrella Policies

2018

December 31st - Recent Market Volatility
December 21st - T’was the Night Before Harry’s Retirement
October 11th - Has the Stock Market Gone Loco? (Did the President actually use the word loco?)
September 13th - How to Make a Tax Free Charitable Contribution From Your IRA
June 18th - 5 Tips From Highly Successful People
May 21st - A Little-Known Veterans Benefit: Aid-and-Attendance
May 4th - Exciting Announcement!
April 19th - The Latest Technology for Aging in Place
March 27th - Tariffs, Quotas, and Modern-Day Protectionism
February 4th - Making Sense of Friday’s Market Decline
January 19th - Are You Getting Good Financial Advice or a Sales Pitch?
January 17th - Beware Of Being In A Hospital For “Observation”

2017

December 21st - Beware of Being Admitted Under Medicare “Observation”
November 20th - Tax Strategies for Required Minimum Distributions (RMD’s)
October 23rd - Millennial Millionaires Think Their Investments Will Rise a Whopping 16% Next Year
October 10th - Financial Advice for Women, by Women
September 12th - 6 Tips for Protecting Your Identity
August 7th - 5 Questions to Ask When Interviewing Financial Advisors
July 10th - 5 Success Strategies for Business Owners
June 19th - The Impact of Aging on Financial Decision Making
May 29th - 5 Unique Ways to Give Back
May 8th - Required Minimum Distribution (RMD) Facts
March 10th - Eighth Anniversary of the Bull Market
February 20th - Protecting Your Investments from Conflicts of Interest
January 30th - Realistic Resolutions for Millennials
January 17th - 2016 Fourth Quarter and Year-End Review
January 9th - Top Resources for Caregivers Update

2016

December 23rd - 2016 Seemed Like a Very Strange Year to Me
December 19th - A Small Cost of Living Adjustment for Social Security Benefits in 2017
November 14th - We Need to Talk …
October 17th - What Does a Financial Advisor Do?
September 12th - Client Stories 2016: The Importance of a Financial Dream Team
August 1st - Celebrating 30 Years of Success
July 26th - Selling Fiduciary Advice to Confused Investors
July 25th - Home Safety Tips
July 25th - A Single Woman’s Guide to Retirement Planning
July 22nd - Second Quarter 2016 Review
June 27th - The British Are Leaving!
June 13th - How Student Loan Repayment Fits Into a Financial Plan
May 9th - Financial Planning: Should You Do It Yourself?
April 19th - First Quarter 2016 Review
March 30th - 4 Things Advisors and Dentists Have In Common
March 24th - Goldfarb Exits as Sequoia’s Valeant Debacle Caps 45-Year Career
March 1st - Warning: IRS Scam Alert
February 2nd - How to Find the Right Financial Advisor for Your Retirement Years
January 20th - Ron Rogé on Recent Market Volatility: This Too Shall Pass
January 18th - Fourth Quarter 2015 Review

2015

December 18th - Protect Your Future Self From Financial Abuse
December 16th - Steven Rogé Discusses Third Avenue Management
December 15th - Interest Rates on the Rise
December 7th - What Is a CFP®?
December 2nd - 10 Last-Minute Ways to Fund Your 529 Plan for 2015
December 1st - Ivascyn’s Best Bet at Pimco Income Fuels First Inflows Since ’13
November 13th - T. Rowe Funds Shine With Boost From Amazon as Valeant Bet Sours
November 9th - Business Owners Can Put More Away for Retirement. Here’s How …
November 4th - Steven Rogé Featured in Wall Street Journal and Bloomberg News
October 27th - Facing Your Financial Fears
October 1st - A Year After Gross Exit, TCW Leads Winners as Pimco Sheds Assets
September 17th - Rosanne Rogé to Participate in Bob Veres’ Insider’s Forum Conference
September 16th - Third Quarter 2015 Review
September 14th - Managing the Aging Process
August 17th - Top Resources for Caregivers
July 20th - R.W. Rogé & Company, Inc. to host Continuing Education Class for CPA’s
July 16th - Rosanne Rogé Featured in CSA Senior Spirit Newsletter
July 9th - Rosanne Rogé to Appear on Sirius XM Business Radio Powered by the Wharton School
July 2nd - Making Magic Happen
June 30th - Second Quarter 2015 Review
June 23rd - 101 Ways to Build Wealth
June 18th - Ron Rogé Named One of The Best Financial Advisers for Dentists
June 10th - Ron Rogé to Appear On Sirius XM Business Radio Powered by the Wharton School
May 12th - Caregiving: Where to Turn For Help
May 4th - Male Investors vs. Female Investors
April 27th - Four Common Financial Concerns and Solutions
April 15th - First Quarter 2015 Review
April 10th - SPECIAL EVENT: Are You Ready for Retirement?
March 30th - Balancing Investments with Liabilities
February 19th - Seven Ways Baby Boomers Can Financially Assist Their Parents
February 12th - Janus Unconstrained Got Least Money Since Gross Took Over
February 10th - Fourth Quarter and 2014 Review
January 7th - Have Your Long Term Care Policy Rates Increased? You’re Not Alone.

2014

December 3rd - Cyber Theft and How to Protect Your Computer
November 6th - Who Needs Financial Advice?
October 9th - Pimco’s Ivascyn Takes on Gross With Unconstrained Fund
October 3rd - Getting Your Due
September 25th - Knowing Where to Tap
September 10th - The Great and Powerful Internet
September 10th - SouthernSun’s Cook Sold AMG for Top Fund Rank
August 27th - If I Knew Then What I Know Now
August 20th - The Certainty of Uncertainty
May 27th - In The End, Everything Will Be All Right! Or Will It?
May 27th - Annual Due Diligence on Your Estate Plan
April 30th - First Quarter 2014 Review
March 26th - Retirement Tips and Misconceptions
March 20th - What’s Your Identity?
February 20th - Riskless Return shows Chuck Akre on top after leaving FBR
February 4th - 2013 4th Quarter Review and Annual Market Review
January 23rd - Client Stories Part 3

2013

December 27th - CFPs and CFAs: Two of the Top Financial Advisor Certifications
November 23rd - Client Stories Part 2
November 20th - Value Is Where You Find It
October 23rd - Closed-End Funds Offer Bargains to Careful Buyers
October 21st - Minimize This Year’s Tax Bill
October 4th - Client Stories
October 2nd - A Beginner’s Guide to Retirement Plans for Businesses
September 27th - The Benefits of Not Saving in a Retirement Account
September 26th - Managing Director Recognized as One of Long Island’s Top 50 Women
September 20th - Estate Planning Tips for the Wealthy
September 19th - How to Educate Children of Wealthy Families
September 18th - How to Get Started in Philanthropic Activities
September 17th - Investment Planning Steps
September 13th - The Case for a Healthcare Representative
September 11th - Is hiring a financial advisor a sound investment? Here’s how you know.
September 10th - DOW Tweaks Industrial Average Roster, 3 High-Profile Names Gone
September 10th - Interest Rate Risk Management and Hedging
September 9th - UFP Technologies – Molding Long-Term Growth
September 6th - Is it risky to have most of my investments with one mutual fund company?
September 4th - The Difference Between Absolute and Relative Return
September 4th - The Case for a Healthcare Representative
September 3rd - What is a long-short mutual fund?
September 2nd - What do different mutual fund classes mean?
August 6th - How to Put an Elderly Loved One on a Budget | By: Rosanne Rogé
July 19th - Where to Move Assets out of State | By: Michael Fairlie
July 18th - A Long Term Financial Plan Anchors us to a Solid Foundation
July 11th - Credit Card Strategies for Retirees | By: Rosanne Rogé
June 27th - Longevity – Is Planning to Age 100 Enough?
May 14th - The Times They are a-Changin’ | By: Ron Rogé
May 2nd - With Stocks Soaring, Is it safe to Return to the Market? | By: Ron Rogé
April 29th - 2013 First Quarter Review
April 19th - Betting on the Buffet of Barges | by: Christopher C. Williams
April 11th - Cheaper by the Dozen
February 25th - MicroFinancial’s Potential Is Anything But Micro | By: Steven Roge
February 7th - 7 Tax Planning Strategies for Orthopedic Surgeons to Consider | By: Laura Miller
February 1st - A PARABLE FOR PEOPLE OUR AGE–AND THESE TIMES | By: Ron Roge
January 23rd - 2012 Annual Review and Outlook | By: Ron and Steven Rogé
January 4th - Money Fix: Post-Sandy liquidity crisis tips | By: Sheryl Nance-Nash
January 1st - We’re Cliff Hanged | By: Gregor Bresiger

2012

December 28th - Important Figures for 2013 | By: Rosanne Rogé
December 3rd - Homebuilders Buck Stock Weakness; Top Bet on Rebound | By: Trang Ho
December 3rd - US Stocks-Wall Street declines after France downgrade, HP Charge | By: Chuck Mikolajczak
November 30th - What is the Fiscal Cliff? | By: Ron Rogé
November 8th - Intel, Liquidity Services Set Surge | Gregg Greenberg
November 8th - Artisan Tops Global Funds in 2008 Bet: Riskless Return | By: Charles Stein
October 31st - Rogé Report-Hurricane Sandy
October 22nd - Honesty key to Family Finances | By: Gregory Zeller
October 20th - Getting to Know Someone: An Interview with Richard Sincere
October 8th - Investors Fret Over MSCI Outlook as ETF Pricewar Bites | By: Aaron Pressman
October 8th - Stocks, Trends to Know Before Christmas | By: Abram Brown
September 25th - R.W. ROGÉ & CO. Named to NABCAP’s Inaugural List of Premier Financial Advisors
September 10th - Lifestyle: Plan, Achieve, LIVE!
August 21st - Six Investment Moves to Make Now | By Ben Levisohn, Kirsten Grind,Joe Light and Julie Steinberg
August 17th - Live Life to the Fullest: What’s Your Answer?
August 3rd - Heebner at Bottom for Fourth Year in Five Sticks to Bet | By: Charles Stein
August 3rd - Six Bad Excuses For not Saving for Retirement | By: Sheyna Steiner
August 3rd - 13,000 Begs, But What Next? | By: Sarah Morgan
August 3rd - What to Do With Leftovers in 529 Plans | By: Georgette Jasen
July 19th - The Top Alternative Funds | By: Ian Salisbury | SmartMoney Online | January 26, 2012
July 19th - Six Ways to Maximize Retirement ‘Sweet Spot’ Years | By: Lynn Brenner | Reuters | January 25, 2012
July 19th - Paying More for Dividends | By: Sarah Morgan | SmartMoney Online | January, 22 2012
July 16th - Where Can I Find Unbiased Investment Advice?
July 16th - The Known Unknowns: Investment Strategies and the Global Economy
March 23rd - Northrop Grumman: This Old Dog Has Some New Tricks, Shares Look Like A Bargain
March 21st - Lockheed Martin: Include This Weapon In Your Portfolio For Capital Gains
March 21st - Raytheon Is Positioned To Soar To New Heights
March 21st - Dow Hits 13,000, But What Next?.
February 24th - Apple’s Best Option Is To Initiate A Share Repurchase Plan
February 6th - Winner: Rosanne Roge
February 6th - What to Do With Leftovers in 529 Plans
January 26th - Six ways to maximize retirement ‘sweet spot’ years
January 23rd - Paying More For Dividends
January 18th - 2011 Review & Outlook

2011

December 30th - Will New Year Bring New Hope For Euro?
December 16th - Should Investors Test Drive Ford?
December 5th - Beam Inc.: Punch Drunk Profits
December 5th - Conversation Starters: 20 Questions to Ask Your Parents
December 5th - Tier relo ups ATL status as ‘fintech’ hub
December 5th - Funds move away from star managers
December 5th - When Gold Buyers Overpay
November 30th - Important Figures for 2012
November 10th - Medicare Primer for the “New Boomers”
November 3rd - Why Gold?….Why Now?
November 3rd - Portfolio Strategy
October 31st - Caring for Mom and Dad can activate tax breaks
October 28th - 9 Things Financial Advisers Don’t Want You to Know
October 20th - The Government Giveth and Taketh Away
October 20th - Exotic Investments That Offer Gains, but Also Pose Risks
September 27th - Europe: Financial Stability Being Tested
September 23rd - Fed’s Operation Twist More Like Operation Purple Nurple
September 22nd - Why Investing In The Technology Sector Looks Attractive
September 15th - Bubble Fears Cooling in Emerging Markets
August 29th - Fiduciary leaders splinter into two advocacy groups over divergent views
August 16th - Och-Ziff: A Hedge Fund With an Upside
August 16th - How much will I be spending in retirement?
August 16th - The Real Problem with the Market – Lack of Growth and Leadership
August 15th - Novo Nordisk: Profiting From the Company’s Pharmaceutical Expertise
August 11th - Finding Income in a Volatile Market
August 11th - Bio-Reference Labs: Sustainable Long-Term Growth
August 8th - S&P’s Downgrade of Long Term U.S. Debt
August 5th - Co-Signing on the Dotted Line
July 28th - A Goal in Search of Leadership
July 20th - Future of the Eurozone
July 15th - Who Are the Top 50 Women in Wealth for 2011?
July 12th - Europe and Tech Push Wall Street to 3rd Day of Losses
June 29th - The Future of the Euro
June 28th - Hi-Tech Pharmacal: Bright Future in Generic Drugs
June 24th - Advisors Steer More Assets Into Domestic, Global Equities
June 21st - Paulson Is Not Alone as Sino-Forest ‘Mistake’ Hits $31 Billion Davis Fund
June 16th - World Equity Valuations by the Shiller PE Ratio
June 15th - A Long-Term Care Primer: The Need and the LTCI Option
June 13th - Related News:Personal Finance .Berkowitz Leads Top Stock Pickers Hitting Bottom as Growth Slows
June 9th - Why an Emerging Market Bubble May Be on the Horizon
May 24th - JSE Ltd.: South Africa’s Stock Exchange Ripe for Growth
May 20th - eResearch Technology: Profiting From Healthcare Efficiency
May 20th - Atrion: Medical Supply Company Is Poised to Benefit From an Aging Population
May 10th - MediWare: Profiting From Government Healthcare IT Stimulus
May 4th - Having the ‘Driving’ Conversation With Older Clients, or Their Parents
May 3rd - Starting the ‘Conversation’ With Aged Parents: A Financial Geriatric Tip
May 3rd - Apple: Understanding the Steve Jobs Discount
April 27th - How to Solve the Deficit Problem in the U.S.
April 4th - Resources for Caregivers to the Aged
April 3rd - Events in Japan and the Middle East
April 1st - Are You Ready…the New Retirement
March 24th - Apple, Vodafone Are Fund Manager’s Wireless Picks
March 24th - How Age Influences Investment Moves
March 22nd - GSE Systems: Nuclear Rebound Inevitable
February 25th - How To Find The Best Mutual Funds
February 24th - Mutual Fund Bets on Managers, Not Stocks
February 23rd - Bulls vs. Bears
February 23rd - US Stocks Slip Amid Libya Turmoil; Energy Climbs
February 22nd - Are You Ready The New Retirement
February 17th - Silver’s Surge, Find the Best Funds, Anti Momentum, FX Strategies
February 16th - The Banker and The Fisherman Now Available on Amazon’s Kindle
January 30th - Simulations Plus: Flying under the Radar
January 26th - Fourth Quarter 2010 Market Review & Outlook
January 26th - Important Figures for 2011
January 24th - Roge Report – January 2011
January 24th - Clients and the New Higher Deductibility Limits for LTC Insurance
January 10th - As stocks rise, bonds lose a step
January 3rd - Liquidity Services-Poised to Reap Rewards
January 3rd - IRS Raises Deductibility Limits for Long Term Care Insurance
January 1st - Fourth Quarter 2010 Market Review & Outlook

2010

December 30th - Back to the Past for a Perfect Portfolio
December 29th - Nathan’s Famous: This Dog’s Got Legs To Run
December 26th - Fourth Quarter 2010 Market Review & Outlook
December 26th - A RIDDLE, WRAPPED IN A MYSTERY, INSIDE AN ENIGMA
December 21st - Ron Roge’s Modest Proposal on FINRA as RIAs’ SRO: A Role for the CFP Board?
December 1st - FinishMaster’s Future Looks Bright
November 26th - Year-End Tax Tips
November 26th - The Uncertainties of Life and How to Address Them
November 26th - Third Quarter 2010 Market Review & Outlook
November 19th - Help for Clients Who Want Age in Place on Taxes, Technology and Medication
November 18th - US stocks jump on GM IPO
November 13th - How To Play a Market Rally
November 8th - 6 Reasons for Putting Off Buying A Home
November 5th - Give the Gift of Stock This Holiday Season
October 22nd - What Do Your Adult Kids Know About Your Personal Finances?
October 21st - The Case for a Healthcare Advocate,Part III Navigating the Medicare Maze
October 13th - 5 Stocks to Buy, Then Hold for a Decade
October 7th - Special Situations Investing
October 1st - The Case for a Healthcare Advocate: The Financial Gerontologist Blog
September 26th - A Little Known Veterans Benefit…Aid-and-Attendance
September 24th - Apple, Google and Microsoft: Buy or Avoid?
September 23rd - The Financial Gerontologist: A Little Known Veteran’s Benefit
September 21st - Where to Invest Money Now
August 26th - Pandemic of Uncertainty
August 25th - Adviser Looks Into His Crystal Newsletter
August 16th - The Volatility Watch Continues
August 10th - Deleveraging, Reregulation, and Temporary Mistakes
July 29th - Romick Holds Cash Like Klarman in ‘Free-Range Chicken’ Fund
July 26th - Second Quarter 2010 Market Review & Outlook
July 26th - Research, Due Diligence and Education (Behind the Scenes)
July 15th - Rising Tide Can’t Lift All Materials Stocks
July 11th - Don’t Push Big Pharma Off A Cliff Just Yet
June 15th - Damn the Dividend, BP’s Still a Buy
June 7th - Gissen, Roge, Litman/Gregory Win Attention
June 7th - Funds of Their Very Own
May 26th - Are We Losing Our Marbles?
May 26th - Getting Organized
May 26th - First Quarter 2010 Market Review and Outlook
May 26th - First Quarter 2010 Model Performance Portfolio
May 26th - A Trillion Here, A Trillion There
May 10th - Tune Out The Dow’s Noise
May 1st - At The Pinnacle
May 1st - Recapturing The Joy In Your Life
April 26th - Senate Reaches Tentative Agreement on Reform
April 19th - Analyzing The Goldman Sachs Suit
April 14th - Hechmer Leads Money Managers in Startups After Industry Shake Up
April 12th - Unsung Heroes in the Rise of a Fiduciary Standard
April 7th - Job Report Suggest Text Book Recovery
March 26th - New Power of Attorney Forms for New York Residents
March 25th - Don’t Count on Social Security for Retirement
March 20th - LI Could Take Tax Hit
March 12th - Let The Process Be Your Guide
March 5th - Apple: Smart to the Core
February 26th - Planning for Recovery
February 25th - Don’t Bet on a Retail Recovery
February 2nd - That Commercial Real Estate Shoe
January 26th - Inflation Attacks The Tooth Fairy!
January 26th - The Pieces of AIG
January 25th - Waiting for Citi to Change
January 20th - Goldman The Invincible
January 1st - Once
January 1st - How To Play It
January 1st - Kraft: is Cadbury the Missing Global Ingredient?

2009

December 25th - The First Principle of Value Investing
December 24th - Philosophy Meets Finance In Adviser’s Book
December 9th - OWNing Oprah
December 7th - Avoid Reverse Mortgages
December 2nd - GE Without “30 Rock”
November 26th - Sending Your Money To College
November 26th - Investing for the Long Run
November 23rd - A Kindle, Gentler Nation
November 19th - On Black Friday Sales 2009, Can Amazon Compete With Wal-Mart?
November 19th - Unemployment Up Again
November 18th - Renting From Fannie Mae
November 11th - Dow Hits Another 13-Month High
November 11th - Buffett Bought a Choo-Choo (And You Should Too)
October 31st - Time Heals Everything in Quarterly Statements
October 27th - Banks: Winners and Losers
October 22nd - Why Is This Recession Not Like Any Other?
October 21st - The Jobless Recovery
October 20th - SIFMA Proposal Falls Short in Protecting Investors, Says Fiduciary Group in Letter to Congress
October 14th - Making Sense of Earnings
October 13th - The Peacock’s On The Chopping Block
October 12th - The More Confident Consumer
October 9th - How To Repay Student Loans Early
October 6th - Tech to Prosper in 2010
October 5th - Global Finance Industry Is Still Dragging
October 1st - What Reversion To The Mean Means
August 26th - How to Protect Yourself from the Madoffs and Ponzis of this World
July 26th - New FDIC Levels
May 26th - Web Sites and Other Resources
January 26th - Already Have What You’ve Been Looking for?

2008

November 26th - Aging in Place
October 26th - Starting the Conversation
October 26th - The Parent-Child Conversation: Role Reversal
October 26th - No Place to Hide
September 26th - ”A Piece of Paper or a Place to Live”
August 26th - FDIC and SIPC Provide Basic Investment Protection
July 26th - Second Quarter 2008 Market Review and Outlook
June 26th - Caring for Your Parents
June 26th - Rollovers from Employer-Sponsored Plans
June 1st - Making Life Feel More Perfect
April 1st - Can Your Environment Affect Your Decisions? A Lesson from Weight Watchers®
March 26th - Uncertainty!

2007

December 26th - Documents on the Go
November 26th - Permit Me To Help You
October 26th - Your Home is No Longer Your Savings Account
October 26th - The Case for a Health Care Advocate
October 1st - Thank You, Mr. Siracusa!
September 26th - Think Inflation Is All About Interest Rates? Think Again.
August 26th - The 22 Year Car Payment
August 26th - When You Least Expect It
July 26th - Breakeven!
April 26th - To Hedge or Not to Hedge?
March 26th - Right Sizing Right Now for the Pro Active Senior
January 26th - Spending vs. Saving
January 26th - What’s Your Legacy?
January 26th - Changes in Medicaid Planning Under the Deficit Reduction Act of 2005
January 26th - Sovereign Wealth Funds: A Timely Fix?