It’s hard to believe summer is over and the leaves are starting to turn.  But it also means that it’s time for the team at R.W. Rogé & Company to start preparing year-end tax planning for our clients, including things we do “behind the scenes” to make your portfolio more tax efficient. In light of the...Read More

I’m always interested in learning what’s on people’s minds, and especially those of our clients.  An advisor’s craft is all about bringing some clarity to an often confusing and uncertain world. When I speak with or meet people, I’m always asking questions about what’s on their minds, how is their business doing or, perhaps more to...Read More

We are pleased with our performance for the third quarter 2010. Both stocks and bonds enjoyed gains during the quarter.  Our portfolios participated nicely in these gains but with much less risk than the overall market. Stocks had such a great third quarter that they are largely responsible for the progress our portfolios have made...Read More

Rosanne Roge, CFP, RFG, CSA In our search to address the issues for our clients and our own families of living to a ripe old age, remaining in the homestead is a topic that comes up frequently. For most of our families, home is where the heart is; it is also where many of our...Read More

Hannah Kuchlerin “It’s quite fascinating that GM was able to raise such a large amount of money,” said Steven Roge, portfolio manager at RW Roge & Co. “The market is just itching to get money invested. When the Treasury yield is 1 to 2 per cent people want something with the potential to grow over...Read More

Ben Levisohn and Jane J. Kim Steven Roge, a portfolio manager in Andover, Mass., has been moving more of his clients’ money from traditional equity funds to flexible funds, such as IVA Worldwide Fund, Pimco Global Multi-Asset Fund and FPA Crescent Fund, among others because of the managers’ ability to make swift asset-allocation decisions and...Read More

Ann Smukler Even though home prices on Long Island have come down considerably, it doesn’t mean they won’t go lower, says Ron Roge, chief executive at R. W. Roge & Company in Bohemia. Read MoreRead More

Anna Maria Andriotis But if the point is to get kids interested in investing, seeing a certificate instead of a ticker on a screen can really help, says Steven Rogé, portfolio manager at R.W. Rogé & Company, a wealth management firm. “This helps kids get excited about saving and investing and it teaches them about...Read More