As published in The New York Times October 15, 2013 Closed-End Funds Offer Bargains to Careful Buyers By CONRAD DE AENLLE THERE may be no free lunch, but if you place an order for an obscure type of investment called a closed-end fund, you stand a good chance of buying stocks or bonds at well...Read More
Saturday, March 23, 2013 To Charles Fabrikant, business is all about capital allocation—how to mix and match assets and when to buy and sell. Even the paint used on his company’s many vessels is subject to his cost-conscious eye. That became clear 24 years ago when Fabrikant bought a small shipping...Read More
By: Telis Demos | April 5, 2013 Investing in single-family homes is becoming increasingly popular—and now Wall Street has dreamed up a new way for investors to become landlords without worrying about 3 a.m. plumbing calls or late rent payments. Over the past year or two, firms that invest in real estate have been snapping...Read More
February 7, 2013 Here are eight tax planning strategies for orthopedic surgeons post-Bush Tax Cuts. 1. Tax rate and deductions. The expiration of Bush Tax Cuts at the beginning of 2013 and other initiatives going into affect at the beginning of this past year have an impact on the financial situation of many...Read More
12/31/2012 For those still mucking out after super-storm Sandy Homeowners are in a cash crunch after superstorm Sandy. They need repairs, but insurance money hasn’t materialized yet. Desperate, many are taking money from their retirement funds. That’s not ideal. What’s a better fix for a post-Sandy liquidity crisis? 1. Borrow, don’t withdraw. If you’re under...Read More
December 30, 2012 Pros: Unlucky ’13 The new year is shaping up as a bad one, no matter what happens on Capitol Hill, a veteran financial planner warns. Ronald Rogé is warning his clients to prepare for rocky times on both Wall Street and Main Street. Rogé believes they are inevitable. The Long...Read More
Investor’s Business Daily 11/20/2012 Homebuilder ETFs defied the stock market’s sell-off Tuesday on news that new-home construction rose to its highest rate since July 2008. IShares Dow Jones U.S. Home Construction (ITB) rose 2.51% to 20.39. SPDR S&P Homebuilders (XHB) added 2.15% to 25.93. Both regained their 50-day moving averages after pulling back from new...Read More
11/20/2012 * Moody’s cuts France credit rating * Hewlett-Packard tumbles after charge * Housing starts rise to highest rate in over four years * Indexes off: Dow off 0.5 pct, S&P 0.4 pct, Nasdaq 0.4 pct US stocks fell on Tuesday as a credit downgrade of France by ratings agency Moody’s and a...Read More
11/01/2012 The economy and stock market may continue to “muddle through” in 2013, but investors can still see significant returns in stocks like Intel (INTC) and Liquidity Services (LQDT), said Steven Rogé, portfolio manager for the Rogé Partners Fund (ROGEX). The large-cap blend fund, which garners two stars from fund-rater Morningstar, has returned 10% year...Read More
