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...Read More
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...Read More
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 MoreRead More
Anna Maria Andriotis But if the point is to get kids interested in investing, seeing a certificate instead of a ticker on a screen can really help, says Steven Rogé, portfolio manager at R.W. Rogé & Company, a wealth management firm. “This helps kids get excited about saving and investing and it teaches them about...Read More
Tobie Stanger There’s a good reason to provide your kids with at least basic information related to financial, medical, and legal issues, says Rosanne Roge’, managing director of R.W. Roge’, a wealth-management firm in Bohemia, N.Y. That way, they won’t be blindsided during an emergency. Read MoreRead More
Robert Holmes Roge, who helps manage the Roge Partners Fund(ROGEX_), researches mutual funds, limited partnerships and companies based on several characteristics, such as improving profitability, competent management and consumers’ loyalty to brand-name products. Bohemia, N.Y.-based R.W. Roge & Co. has about $200 million in assets under management. The Roge Partners Fund, which invests in value and growth...Read More
Lawrence Carrell The stock is too cheap to pass up. “The valuation is extraordinarily attractive,” says Steven Rogé, a money manager in Bohemia, N.Y. Read MoreRead More
Will Swarts In this environment, where every option looks lackluster, shaky or both, many investors stopped dead in their tracks, says Ron Roge, head of R.W. Roge & Co., a Long Island advisory firm. “People seem to be frozen into place, because they don’t know what to do.” Read MoreRead More
Joseph Mallia Ron Rogé, a financial adviser based in Bohemia, in his August newsletter lists a few positive things about personal and national finance. And to balance the bright side, he’s also got a list of “uncertainties.” His monthly musings for August are titled “Pandemic of Uncertainty.” Read MoreRead More