By: Ronald W. Rogé, MS, CFP® Chairman & CEO If you have not been following the news since the first of the year, the big story for the New Year has not been something outrageous that Donald Trump said, it has been the volatility of the stock market. Since January 1, 2016 the stock market,...Read More
Fourth Quarter and 2015 Review The stock market rallied during the fourth quarter to eliminate most of the losses acquired during the year and propping up returns going into year-end. This allowed the S&P 500 to take out a small gain of about 1% (with dividends) for the year. This anemic return was driven by...Read More
Director of Research and Portfolio Manager Steven M. Rogé was recently featured in Bloomberg News, Newsmax Finance and The Boston Globe on Dec. 16, 2015. To view the full articles, click on the links below. Third Avenue Bled Managers, Billions of Assets Before Fund Shut Third Avenue Stumbles on Distress Investing Martin Whitman Pioneered Before...Read More
Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Nov. 13, 2015 in an article titled, “T. Rowe Funds Shine With Boost From Amazon as Valeant Bet Sours,” written by Charles Stein. To view the full article, click here. If you would like to speak with a Senior Wealth...Read More
Director of Research and Portfolio Manager Steven M. Rogé was recently featured in three articles – two in the Wall Street Journal on Oct. 29 and Oct. 30, and one in Bloomberg News on Oct. 29. To view the full articles, click on the links below. Two Sequoia Fund Directors Resign as Valeant Losses Mount...Read More
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...Read More
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...Read More
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
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
