By: Steven M. Rogé, MBA, AIF® Director of Research and Portfolio Management Going back thousands of years, one of the very basic ways to measure was done using a Balance Scale. Simply knowing the weight on one side and loading up the other side of the scale would give the weight measurement of an item....Read More
Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Feb. 9, 2015 in an article titled, “Janus Unconstrained Got Least Money Since Gross Took Over.” To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc.,...Read More
Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Sept. 29, 2014 in an article titled, “Pimco’s Ivascyn Takes on Gross With Unconstrained Fund,” by Charles Stein. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé &...Read More
Director of Research and Portfolio Manager Steven M. Rogé was featured in The Chicago Tribune on Sept. 10, 2014 in an article titled, “SouthernSun’s Cook Sold AMG for Top Fund Rank” by Charles Stein of Bloomberg News. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor...Read More
The markets struggled during the first quarter but managed to produce rather muted returns, but not without some volatility. The S&P 500 was down over three percent in January before recovering. Our globally balanced portfolios managed to produce about 1.5% return on average for the quarter. Stocks did reasonably well in the first quarter with...Read More
https://www.chicagotribune.com/sns-wp-blm-news-bc-akre19-20140219,0,3392704.story chicagotribune.com Riskless Return shows Chuck Akre on top after leaving FBR By Charles Stein, Bloomberg News Bloomberg 11:20 PM CST, February 19, 2014 Four years after setting out on his own, Chuck Akre is still on top. The $2.8 billion Akre Focus Fund, started by Akre after he left FBR Fund Advisers in a...Read More
We ended the year with a strong fourth quarter return for domestic equities and to a lesser extent international equities. For the last four months of the year, we didn’t see much movement in fixed income, as the markets remained quiet. Overall, 2013 was a very good year for client portfolios, thanks to equities (stocks),...Read More
Client Stories Part 2 This is the second in a series of real client stories. As previously stated, during these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relatioinship with their advisory firm. You can read more about how we define...Read More
