On January 27, 2009 Governor Paterson of New York, signed a new bill amending many of the existing provisions of the Power of Attorney law. This was enacted to prevent abuse by agents acting on behalf of the principal. Since more time was needed to educate the public and the legal community the effective date...Read More

Andrew Smith Indeed, portfolio manager Steven Roge of Bohemia said that tax increase will hit younger workers harder and they should make sure their investments are diverse enough to account for that. “We’re not making the assumption that Social Security will run out,” he said. “Probably that’s the least of our concerns.” Read MoreRead More

Andrew Smith Ronald W. Roge, Chairman and CEO of a Bohemia wealth management firm, said a tax on investment would have the obvious effect of people reducing their investments–not the effect the country needs as it tries to emerge from a  recession.Read More

Steven Roge, CMFC We’ve all heard tales of great investments from friends, family and, it may come as no surprise, investment professionals. Many of the stories focus on the outcome and easy money, but these anecdotes are likely to be a distraction from what really matters: developing a sound and consistent investment strategy. Read MoreRead More

David Serchuk and Alexandra Zendrian Who better than Steve Jobs to pull this off? Introduction of the tablet should create some excitement, but as Ross Perot liked to say, “the devil is in the details.”Read More