News

US Stocks Slip Amid Libya Turmoil; Energy Climbs

In addition to the turmoil in the Middle East, Steven Roge, portfolio manager at RW Roge & Co. cautioned that markets are due for “another European scare.” “We think fair value on the S&P is 900 but the likely scenario is that the market is not going to drop drastically to [that level],” he told...
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Silver’s Surge, Find the Best Funds, Anti Momentum, FX Strategies

Greg Greenberg Gregg Greenberg breaks down today’s market action with guests Steven Roge, portfolio manager for the Roge Partners Fund, James Dailey, portfolio manager for the TEAM Asset Strategy Fund, Alessio De Longis, portfolio manager for the Oppenheimer Currency Opportunities fund and Greg Johnson, CEO of South American Silver.  Listen Read More
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The Banker and The Fisherman Now Available on Amazon’s Kindle

BOHEMIA, N.Y. R.W. Rogé & Company, a wealth management firm serving high net-worth individuals and institutions, is pleased to announce that The Banker and the Fisherman Lessons in Life, Happiness & Wealth for the 21st Century, written by Chairman and CEO Ron W. Rogé, is now available as a Kindle e-book. Read More
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As stocks rise, bonds lose a step

Diana Ransom Bonds are a necessary part of anyone’s portfolio for a reason, said Ron Rogé, a money manager in Bohemia, L.I. They act as a hedge against the volatility of the stock market. “The wise thing to do is hold a diversified mix of bonds as part of your portfolio,” he said. “If you...
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Back to the Past for a Perfect Portfolio

“The fixed-income market did very well the first half of the year,” says Steven M. Roge, portfolio manager at R.W. Roge & Co. and co-portfolio manager for the Roge Partners Fund. “In the beginning of the year, stocks got off to a very rocky start. Then, in the latter half of the year, we were...
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Ron Roge’s Modest Proposal on FINRA as RIAs’ SRO: A Role for the CFP Board?

Bob Clark My friend Ron Roge, a veteran independent advisor in Bohemia, N.Y., sent an e-mail in response to my last blog on FINRA’s proposal to test RIAs. He raises an issue that’s well worth exploring. (Perhaps especially now that FSI, the independent broker-dealer organization, has officially endorsed the notion of FINRA serving as the...
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US stocks jump on GM IPO

Hannah Kuchlerin “It’s quite fascinating that GM was able to raise such a large amount of money,” said Steven Roge, portfolio manager at RW Roge & Co. “The market is just itching to get money invested. When the Treasury yield is 1 to 2 per cent people want something with the potential to grow over...
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How To Play a Market Rally

Ben Levisohn and Jane J. Kim Steven Roge, a portfolio manager in Andover, Mass., has been moving more of his clients’ money from traditional equity funds to flexible funds, such as IVA Worldwide Fund, Pimco Global Multi-Asset Fund and FPA Crescent Fund, among others because of the managers’ ability to make swift asset-allocation decisions and...
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6 Reasons for Putting Off Buying A Home

Ann Smukler Even though home prices on Long Island have come down considerably, it doesn’t mean they won’t go lower, says Ron Roge, chief executive at R. W. Roge & Company in Bohemia. Read More
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