10/31/2012 Daniel O’Keefe and N. David Samra, managers of the Artisan International Value Fund, (ARTX) have beaten rivals and their famous ex-boss David Herro by buying companies with strong balance sheets that were dumped by nervous investors in the 2008 crisis and after. The $6.6 billion Artisan fund had the best total return...Read More
10/17/2012 Certified financial planner Richard Colarossi counseled a Long Island couple in their investments and monetary strategies for decades before the wife revealed to him a startling secret: She’d hidden hundreds of thousands of dollars from her husband, who’d supported her for over 30 years. The wife wanted to ensure the security of her children...Read More
10/05/2012 Just four weeks ago, an MSCI (MSCI.N) executive was crowing about his company’s near-monopoly on providing critical benchmark stock market indexes which are licensed by fund companies around the world. “It’s the only part of our business in which we have a committed strategy of trying to utilize a little bit of pricing power...Read More
09/05/2012 Prepare to do exactly what mother always forbids. Take a peek at what’s coming for Christmas. A prime way to accomplish this: Look at the trends reflected in back-to-school shopping. It’s the second largest shopping time of the year, behind only the frenzy seen during Christmas. Businesses prospering in August will likely see full...Read More
Long Island Business News Vol. 59 No. 37 R.W. Rogé & Company, Inc., is a fiduciary wealth management firm, who offers clients exceptional personalized service and a disciplined wealth management process since 1986, has been included by the National Association of Board Certified Advisory Practices (NABCAP) in the organization’s listing of premier financial advisors from...Read More
8/17/2012 Dire predictions of market collapses and economic gloom in 2012 have so far proven overly pessimistic. But what should investors do to continue making money the rest of the year? In January, many expected Europe’s debt woes to spread from Greece to the rest of the euro zone, China’s economic growth rate to falter...Read More
Bloomberg News Online | June 28, 2012 Kenneth Heebner ranked as America’s No. 1 stock picker before losing his touch and most of his main fund’s assets. The 71-year-old manager, at the bottom of his peer group for the fourth year in five, hasn’t lost his swagger. Heebner, whose CGM Focus Fund (CGMFX)...Read More
Six Bad Excuses for not Saving for Retirement Featured on Fox Business Network and Bankrate.com | May 21, 2012 Do You Need an Excuse? Like the proverbial grasshopper, some people neglect to save for retirement and have plenty of excuses to justify their lack of foresight. Every year, the Employee Benefit Research Institute...Read More
13,000 Begs, But What Next? | By: Sarah Morgan SmartMoney Online | February 21, 2012 The last time the Dow hit 13,000, stocks quickly proceeded to take a 50% nosedive. But as the index wraps up the week within spitting distance of that milestone, many advisers say the market looks a lot safer this...Read More
