Rogé Report

Apple’s Best Option Is To Initiate A Share Repurchase Plan

Apple’s Best Option Is To Initiate A Share Repurchase Plan It must be nice to be Apple (AAPL). Seemingly their biggest problem seems to be where to put their burgeoning cash reserves. At last check they had about $97 billion worth of the ol’ greenback sitting around earning less than 1% in this low interest...
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2011 Review & Outlook

2011 Review and Outlook By Ronald W. Rogé, MS, CFP® Steven M. Rogé, CMFC® As we wrote this time last year we cautioned of an increased volatility in risky investment assets. We saw increased risk with sovereign debt in Europe and its effect on global economies.  Well, the market honed in on this issue starting...
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Beam Inc.: Punch Drunk Profits

Beam Inc. Share Price: $ 51 Intrinsic Value: $ 60 Buy Below: $ 52 Business description and background: Beam is one of the world’s leading premium spirits companies. Consumers from all corners of the globe call for the company’s brands, including Jim Beam Bourbon, Maker’s Mark Bourbon, Sauza Tequila, Canadian Club Whisky, Courvoisier Cognac, Teacher’s...
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Important Figures for 2012

An integral part of our planning for clients is our continuous monitoring of new thresholds that affect retirement plan contributions, Social Security taxation and Medicare premiums. Listed below are the figures for 2012. There have been a few changes in pension plan contributions for the 2012 tax year due to cost of living adjustments (COLA)...
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Medicare Primer for the “New Boomers”

Medicare Primer for the “New Boomers”, by Rosanne Roge, CFP®, CSA®, RFGSM Well, the Baby Boomers are beginning to enter the Medicare program and the momentum will be building rapidly. This is the crowd born between 1946 and 1964. As of 2011, that would make us between 47 and 65 years old. Currently, there are...
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Why Gold?….Why Now?

At a recent Investment Management Committee meeting we were discussing the importance that gold plays in our portfolios.  Over the past year, many clients have asked if we had exposure to gold.   To their surprise, we let them know that we have always maintained exposure to gold in our portfolios via investments in several mutual...
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Portfolio Strategy

Portfolio Strategy We just completed a series of Investment Committee (IM) meetings to review our portfolio strategy.  We started with a view of the world’s investable capital and how it is distributed.  The purpose of this exercise is to become more informed on the changes to the relative size of the various markets and to...
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The Government Giveth and Taketh Away

The Government Giveth and Taketh Away The GOOD news is that Social Security recipients will be getting a Cost of Living Adjustment beginning in January, 2012.  The raise is expected to be about 3.6% which is a pretty sizeable increase.  This is great news since there have been no COLA adjustments for Social Security for...
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Europe: Financial Stability Being Tested

By: Steven M. Roge, CMFC Four years after breaking out, the crisis continues to weigh heavily on the fundamentals of Europe. However, the region is still heterogeneous in terms of risks and growth perspectives. Among its members it includes countries that have reabsorbed their external imbalances (the Baltics), countries that have accumulated them during the...
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