Rogé Report | R. W. Rogé & Company

Rogé Report

Clients and the New Higher Deductibility Limits for LTC Insurance

In helping your older clients plan for the new year, remember that even though there is no cost-of-living adjustment (COLA) for Social Security benefits in 2011, the IRS has raised the deductibility limits for long-term care (LTC) policies purchased in 2011. Read more…
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Liquidity Services-Poised to Reap Rewards

Steven Roge, CFMC Liquidity Services, Inc. (LQDT) operates an online auction marketplace for surplus and salvage assets. The company enables buyers and sellers to transact in an automated online auction environment offering approximately 500 product categories. It organizes its products into various categories across various industry verticals, such as consumer electronics, general merchandise, apparel, scientific...
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IRS Raises Deductibility Limits for Long Term Care Insurance

Even though there is no COLA for Social Security benefits in 2011, the IRS has raised the deductibility limits for long term care policies purchased in 2011. The premiums you pay for your long term care insurance are deductible as itemized medical expenses (subject to the 7.5% AGI threshold) based on your age at the...
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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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Nathan’s Famous: This Dog’s Got Legs To Run

Steven Roge, CFMC NATH is a tiny company that owns one of the most well-known consumer staple brands in the Northeast, and is the #1 selling premium hot dog in the U.S.. NATH is flush with cash, trading at low valuations, and management is buying back shares. We believe this is a recipe for success...
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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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