By

Steven Rogé (Portfolio Manager)

How to Educate Children of Wealthy Families

How to Educate Children of Wealthy Families In every family, educating children presents a challenge. The challenges, opportunities, and responsibilities in deciding how to educate children of wealthy families are no greater than those experienced by families who are less wealthy, but they are unique unto themselves because of the circumstances. Knowing how to teach...
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Investment Planning Steps

With a seemingly endless number of available investment options, investment planning has taken on an almost mystical quality, turning it into an activity that, for many investors, increasingly involves more faith than reason. As a result, many investors find themselves at the mercy of investment salespeople who charge exorbitant fees to recommend investment products of...
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DOW Tweaks Industrial Average Roster, 3 High-Profile Names Gone

As originally posted on SeekingAlpha.com The Dow Jones Industrial Average is about to undergo its biggest change in nearly a decade. Effective Sept. 23, the Dow announced key changes to its 30-company roster Tuesday morning. Banking conglomerate Bank of America (BAC), computer manufacturer Hewlett-Packard (HPQ) and aluminum giant Alcoa are all out. Replacing those companies...
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Interest Rate Risk Management and Hedging

Interest Rate Risk Management and Hedging   Interest rates continue to govern our lifestyle and day-to-day activities. Almost every individual is affected by interest rates, either directly or indirectly. Interest rates define how we spend our money, expect a return on an investment, plan according to changing market trends, and make assumptions about profit and...
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UFP Technologies – Molding Long-Term Growth

As originally posted at SeekingAlpha.com UFP Technologies, Inc. (UFPT) 08.26.13 Current Price: $21.17 Fair Value: $25 Recommendation: BUY Why UFPT? • Best management team in the business • Great research and engineering team • Manufacturing consolidation will expand margins • Medical market is now the largest and fastest growing • Working off a large, older contract,...
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Is it risky to have most of my investments with one mutual fund company?

Is it risky to have most of my investments with one mutual fund company? It depends! One mistake we have seen investors make in the past is to assume that because they have a couple of different mutual funds they are diversified. This may not be the case, which is why it’s important to know...
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The Difference Between Absolute and Relative Return

What is the difference between absolute and relative return? We often hear people talk about investment performance. You can consider the performance of your mutual fund in two basic ways: absolute and relative performance. One isn’t necessarily better than the other, but you must know when you should use one instead of the other. Absolute...
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What is a long-short mutual fund?

What is a long-short mutual fund? A traditional mutual fund is an open-ended investment vehicle that owns a basket of stocks or bonds that the adviser believes may be undervalued and will appreciate in value. Long-short mutual funds deviate from traditional long-only mutual funds by also shorting a basket of stocks that the adviser believes...
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