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
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
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...Read More
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...Read More
