investment strategies

Halloween

Facing Your Financial Fears

By Kelley Muhsemann Marketing Manager With Halloween quickly approaching, we thought it would be fun to sit around the virtual campfire, and talk about certain aspects of finance that some folks find particularly spooky. Don’t be too frightened though! We’ve also come up with solutions for these scary situations to help you overcome your financial...
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In The News

Male Investors vs. Female Investors

Managing Director Rosanne Rogé was quoted in The Wall Street Journal on May 3, 2015, in an article titled, “Male Investors vs. Female Investors.” The article, written by Georgette Jasen, discusses what men and women can learn from each other’s best investment habits. To view the full article, click here. If you would like to...
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asset management

Balancing Investments with Liabilities

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....
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Riskless Return shows Chuck Akre on top after leaving FBR

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...
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2013 4th Quarter Review and Annual Market Review

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),...
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CFPs and CFAs: Two of the Top Financial Advisor Certifications

We know the situation well: You want to plan for your financial future, but you need some help choosing the best investment strategy for your particular economic situation. A certified professional is certainly the right answer. Whether you are a private individual or a business owner, a Certified Financial Planner or a Chartered Financial Analyst...
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Client Stories

On July 26, 2013, R.W. Rogé & Company celebrated its 27th anniversary.  During these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relationship with their advisory firm. Confidence comes when clients feel that we truly understand their needs.  Those needs then get articulated...
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A Beginner’s Guide to Retirement Plans for Businesses

A Beginner’s Guide to Retirement Plans for Businesses Setting up a qualified retirement plan for your business can have many benefits. These plans typically offer several tax advantages, such as a deduction for your contributions and tax deferred growth on your investments, which can be an effective way for you to save for retirement through...
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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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