Rogé Report | R. W. Rogé & Company

Rogé Report

FinishMaster’s Future Looks Bright

Steven Roge, CFMC FinishMaster, Inc., an Indiana corporation, is the leading national independent distributor of automotive paints, coatings and related accessories to the $2.5 billion U.S. automotive paint refinishing market. FinishMaster offers its collision repair, automotive dealership, and fleet operator customers a full line of brand-name products from leading manufacturers such as BASF (BASFY.PK), DuPont...
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Help for Clients Who Want Age in Place on Taxes, Technology and Medication

Rosanne Roge, CFP, RFG, CSA In our search to address the issues for our clients and our own families of living to a ripe old age, remaining in the homestead is a topic that comes up frequently. For most of our families, home is where the heart is; it is also where many of our...
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The Case for a Healthcare Advocate,Part III Navigating the Medicare Maze

Rosanne Roge As a follow-up to my previous posts on appointing a HealthCare Advocate (URL) to assist with insurance company interactions, and a second post on the documents (URL) that the Advocate and the client will need to keep on hand, I decided to conduct some additional research with a focus on individuals covered by...
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Special Situations Investing

Steven Roge, CFMC Word has it traditional buy-and-hold investing has fallen out of favor as investors have become increasingly frustrated with the market’s gyrations and largely sideways performance. The most recent data show that frazzled investors have generated net inflows into money market and related instruments (such as bank CDs) in July and August despite...
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The Case for a Healthcare Advocate: The Financial Gerontologist Blog

Rosanne Roge Today, we gather information from the Internet, newspapers, magazines and other periodicals. Typically, we just reach for the telephone. There are, however, some contemporary challenges that come with using this venerable device. Whether we are calling about insurance coverage (health or property and casualty), credit card information (stolen cards, limits and payments) or...
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The Financial Gerontologist: A Little Known Veteran’s Benefit

Rosanne Roge As a former Lieutenant in the U.S. Army Reserves, there is a special place in my heart for our wartime veterans. After all, the reason I have the freedom to write this blog posting, where I will focus on financial gerontology, and do everything else I want to do is because of the...
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Recapturing The Joy In Your Life

Ronald W. Rogé, MS, CFP(r) When our existence gets reduced to solving a list of daily problems, the joy in our life disappears. That’s because we unconsciously let others control our existence. The great American marketing machine has reduced our brains to mush and delivers messages to us 24 hours a day, 7days a week...
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Let The Process Be Your Guide

Steven Roge, CMFC We’ve all heard tales of great investments from friends, family and, it may come as no surprise, investment professionals. Many of the stories focus on the outcome and easy money, but these anecdotes are likely to be a distraction from what really matters: developing a sound and consistent investment strategy. Read More
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The First Principle of Value Investing

Steven Roge As the global economy begins to recover, the whirlpool generated by the market slide of the past 18 months has created opportunities for investors across the capitalization spectrum unseen in a generation. While much has changed, the first principle of finding hidden values still applies–a company is only as good as its management...
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