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
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...Read More
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...Read More
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...Read More
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,...Read More
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...Read More
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...Read More
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...Read More
