Rogé Report

How to Solve the Deficit Problem in the U.S.

I’ve been giving a lot of thought lately about the issues facing our country, particularly the financial dimension of government.  Following the release of the Republican budget proposal authored by Rep. Paul Ryan, President Obama’s subsequent response and the recent downgrading by Standard & Poor’s of our country’s economic prospects, I thought I would share...
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Resources for Caregivers to the Aged

Rosanne Roge, CFP, RFG, CSA As an advisor who has aged clients and clients who have aging family members, I am always looking for resources for those hard-working caregivers who may be in need of assistance and do not know where to look for guidance in a tough situation. There was a wonderful article published...
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Events in Japan and the Middle East

Recently we have had conversations with a few clients about making changes to their portfolios due to the current events in Japan and the Middle East.  Our advice is not to make changes based on current events.  One should only revise their portfolio if their goals or personal circumstances change. A good friend of mine...
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Are You Ready…the New Retirement

Gone are the days when a company would reward a retiree’s long years of service with a gold watch and monthly pension. Today, old-fashioned defined benefit pension plans have been replaced with 401(k)s and Individual Retirement Accounts (IRAs).  These accounts require you—not your employer—to determine how much to save, as well as how to invest...
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GSE Systems: Nuclear Rebound Inevitable

By: Steven M. Roge, CMFC GSE Systems Inc. (GVP), as of March 21: Share Price: $2.12 Intrinsic Value: $3.58 Buy Below: $2.51 Business Description and Background: GSE Systems, Inc. provides simulation and educational solutions and services to nuclear and fossil electric utilities, and chemical and petrochemical industries, in the United States, Europe, and Asia. It...
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Are You Ready The New Retirement

Ronald W. Roge, CFP Gone are the days when a company would reward a retiree’s long years of service with a gold watch and monthly pension. Today, old-fashioned defined benefit pension plans have been replaced with 401(k)s and Individual Retirement Accounts (IRAs).  These accounts require you not your employer to determine how much to save,...
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Simulations Plus: Flying under the Radar

Steven Roge, CFMC Simulations Plus, Inc. develops and produces software for use in pharmaceutical research and education, as well as provides contract research services to the pharmaceutical industry. Its software products include ADMET Predictor that offers numerical models for predicting absorption, distribution, metabolism, excretion, and toxicity properties of chemical compounds from their molecular structures; MedChem...
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Fourth Quarter 2010 Market Review & Outlook

Steven Roge, CFMC Our investment thesis laid out this time last year was one of caution. We were receiving mixed signals from the market and economies. On one hand equity markets were coming off one of the best years in its history in 2009 and fixed income markets were hitting new highs too. The economy...
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Roge Report – January 2011

The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 On Dec. 16, 2010, Congress passed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010, otherwise known as the Middle Class Tax Relief Act of 2010. Among other things, this bill extends unemployment benefits for 13 months, provides a two-year...
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