Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Sept. 29, 2014 in an article titled, “Pimco’s Ivascyn Takes on Gross With Unconstrained Fund,” by Charles Stein. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé &...Read More
On Oct. 3, 2014, Director of Wealth Management Chris Wills was featured in an article about social security benefits in Long Island Business News. The article, “Getting Your Due,” was written by Bernadette Starzee. To view the full article, click here. To speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc., please...Read More
Director of Research and Portfolio Manager Steven M. Rogé was featured in The Chicago Tribune on Sept. 10, 2014 in an article titled, “SouthernSun’s Cook Sold AMG for Top Fund Rank” by Charles Stein of Bloomberg News. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor...Read More
https://www.chicagotribune.com/sns-wp-blm-news-bc-akre19-20140219,0,3392704.story chicagotribune.com Riskless Return shows Chuck Akre on top after leaving FBR By Charles Stein, Bloomberg News Bloomberg 11:20 PM CST, February 19, 2014 Four years after setting out on his own, Chuck Akre is still on top. The $2.8 billion Akre Focus Fund, started by Akre after he left FBR Fund Advisers in a...Read More
As published in The New York Times October 15, 2013 Closed-End Funds Offer Bargains to Careful Buyers By CONRAD DE AENLLE THERE may be no free lunch, but if you place an order for an obscure type of investment called a closed-end fund, you stand a good chance of buying stocks or bonds at well...Read More
Saturday, March 23, 2013 To Charles Fabrikant, business is all about capital allocation—how to mix and match assets and when to buy and sell. Even the paint used on his company’s many vessels is subject to his cost-conscious eye. That became clear 24 years ago when Fabrikant bought a small shipping...Read More
By: Telis Demos | April 5, 2013 Investing in single-family homes is becoming increasingly popular—and now Wall Street has dreamed up a new way for investors to become landlords without worrying about 3 a.m. plumbing calls or late rent payments. Over the past year or two, firms that invest in real estate have been snapping...Read More
February 7, 2013 Here are eight tax planning strategies for orthopedic surgeons post-Bush Tax Cuts. 1. Tax rate and deductions. The expiration of Bush Tax Cuts at the beginning of 2013 and other initiatives going into affect at the beginning of this past year have an impact on the financial situation of many...Read More
