By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Manager In keeping with one of President Donald Trump’s promises, we recently saw the enactment of tariffs aimed at reversing unfair trade practices of the Chinese state sponsor companies. This first step was aimed at the steel industry with tariffs on an estimated $60...Read More
By Kelley Caponigro Assistant to the Chairman & CEO There are a great deal of articles and theories on how to tell a good financial advisor from a salesperson or product-pusher. The problem is that most salespeople are so good at looking and sounding like the real thing that it can be difficult to unmask...Read More
Managing Director Rosanne Rogé was recently featured in an article titled “Beware Of Being In A Hospital For ‘Observation,'” written by Karen DeMasters. The article was featured in Financial Advisor Magazine, and discusses the monetary difference of being labeled an inpatient or outpatient when entering a hospital. To view the full article, click here.Read More
By Rosanne Rogé, CSA, RFG, CFP® Managing Director Health insurance can be confusing, and unfortunately, it doesn’t get easier as we age. In fact, there’s a new dispute under the Medicare system that seniors need to be aware of when seeking medical attention. Medicare claims that inpatient status begins when you are formally admitted to...Read More
By Ronald W. Rogé, MS, CFP® Chairman & CEO Technology has certainly opened a whole new world of possibilities. Cars are driving themselves, we can video chat with friends and family across continents, and information is literally at our fingertips. Unfortunately, there’s always a catch. With all the amazing new pieces of technology comes some...Read More
By Steven Rogé, MBA, CMFC®, AIF® Director of Research and Portfolio Manager March 9, 2017 marked the 8th anniversary of the bull market, and it received lots of publicity in the press and media. There are differing opinions as to whether the stock market is overvalued now that the Dow and S&P 500 indices are...Read More
By Kelley Caponigro Assistant to the Chairman & CEO While many investors may not be aware of the Department of Labors (DOL) six-year battle to establish a fiduciary standard for anyone providing investment advice on retirement accounts, they are surely aware that President Donald Trump has issued a memorandum aimed at delaying these efforts. On...Read More
By Kelley Caponigro Assistant to the Chairman & CEO “If you think it’s expensive to hire a professional, wait until you hire an amateur.” Red Adair, American Oil Well Firefighter (1915-2004) Google the words “Do It Yourself” and your screen will flood with articles and videos about building outdoor furniture, fixing leaky faucets, and crafting...Read More
First Quarter 2016 Review The market got off to a rocky start this year with equities down over 10% at one point, only to end the quarter up just over 1%. Concern over the pace of the Federal Reserve interest rate increases, declining oil prices, The United Kingdom’s potential exit from the European Union, and...Read More
