“Come gather ’round people Wherever you roam And admit that the waters Around you have grown And accept it that soon You’ll be drenched to the bone If your time to you Is worth savin’ Then you better start swimmin’ Or you’ll sink like a stone For the times they are a-changin’.” These lyrics, by...Read More
SOME STRATEGIES TO EASE ‘EQUITY ANXIETY’ I have a good friend who lives in Great Britain who is also a financial adviser. I was speaking with him several weeks ago and asked how his business was doing. “Ever since the FTSE [the British equivalent of the Dow Jones Industrial Average] went over 4,000, business has...Read More
By: Ron and Steven Rogé It was a very good quarter for our portfolios. Investors brushed aside worries about Europe’s recession, China’s slowdown, and political stagnation to bid-up the price of stocks and high yield bonds. Having positions in stocks was well rewarded. The S&P 500 increased 11% while smaller company stocks returned 12%. We...Read More
January 23, 2013 In spite of all the volatility, 2012 turned out to be a very good year. If you were too pessimistic or too cautious, you missed a good market rally. If you are a long time reader of this report, you probably remember us stating time and again that markets climb a wall...Read More
November 30, 2012 “Don’t tax you, don’t tax me, tax the man behind the tree.”~Senator Russell Long ____________________________________________________________________________ Turn on the TV, Radio or surf the Internet for news and you will likely hear the pundits and politicians talking about The Fiscal Cliff and the urgency for our government to act before the end of...Read More
Today many people are concerned about where they can go to find unbiased investment advice. Investment advice that is truly unbiased can help individuals and families plan for their future, achieve their goals and live the life they’ve always wanted. If you are like most people, you assume that someone who provides investment advice to you...Read More
On Friday, June 1, 2012 we had an all day investment strategies meeting. The purpose of this semi-annual meeting is to discuss our current portfolio strategy and evaluate it against the current state of the global economy…Easier said than done. It gives everyone a chance to express their views and have those views vetted or...Read More
2011 Review and Outlook By Ronald W. Rogé, MS, CFP® Steven M. Rogé, CMFC® As we wrote this time last year we cautioned of an increased volatility in risky investment assets. We saw increased risk with sovereign debt in Europe and its effect on global economies. Well, the market honed in on this issue starting...Read More
An integral part of our planning for clients is our continuous monitoring of new thresholds that affect retirement plan contributions, Social Security taxation and Medicare premiums. Listed below are the figures for 2012. There have been a few changes in pension plan contributions for the 2012 tax year due to cost of living adjustments (COLA)...Read More
