Tobie Stanger There’s a good reason to provide your kids with at least basic information related to financial, medical, and legal issues, says Rosanne Roge’, managing director of R.W. Roge’, a wealth-management firm in Bohemia, N.Y. That way, they won’t be blindsided during an emergency. Read MoreRead More

Rosanne Roge As a follow-up to my previous posts on appointing a HealthCare Advocate (URL) to assist with insurance company interactions, and a second post on the documents (URL) that the Advocate and the client will need to keep on hand, I decided to conduct some additional research with a focus on individuals covered by...Read More

Robert Holmes Roge, who helps manage the Roge Partners Fund(ROGEX_), researches mutual funds, limited partnerships and companies based on several characteristics, such as improving profitability, competent management and consumers’ loyalty to brand-name products. Bohemia, N.Y.-based R.W. Roge & Co. has about $200 million in assets under management. The Roge Partners Fund, which invests in value and growth...Read More

Steven Roge, CFMC Word has it traditional buy-and-hold investing has fallen out of favor as investors have become increasingly frustrated with the market’s gyrations and largely sideways performance. The most recent data show that frazzled investors have generated net inflows into money market and related instruments (such as bank CDs) in July and August despite...Read More

Rosanne Roge Today, we gather information from the Internet, newspapers, magazines and other periodicals. Typically, we just reach for the telephone. There are, however, some contemporary challenges that come with using this venerable device. Whether we are calling about insurance coverage (health or property and casualty), credit card information (stolen cards, limits and payments) or...Read More