Recent News

Give the Gift of Stock This Holiday Season

Anna Maria Andriotis But if the point is to get kids interested in investing, seeing a certificate instead of a ticker on a screen can really help, says Steven Rogé, portfolio manager at R.W. Rogé & Company, a wealth management firm. “This helps kids get excited about saving and investing and it teaches them about...
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What Do Your Adult Kids Know About Your Personal Finances?

Tobie Stanger There’s a good reason to provide your kids with at least basic information related to financial, medical, and legal issues, says Rosanne Roge’, managing director of R.W. Roge’, a wealth-management firm in Bohemia, N.Y. That way, they won’t be blindsided during an emergency. Read More
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5 Stocks to Buy, Then Hold for a Decade

Robert Holmes Roge, who helps manage the Roge Partners Fund(ROGEX_), researches mutual funds, limited partnerships and companies based on several characteristics, such as improving profitability, competent management and consumers’ loyalty to brand-name products. Bohemia, N.Y.-based R.W. Roge & Co. has about $200 million in assets under management. The Roge Partners Fund, which invests in value and growth...
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Apple, Google and Microsoft: Buy or Avoid?

Lawrence Carrell The stock is too cheap to pass up. “The valuation is extraordinarily attractive,” says Steven Rogé, a money manager in Bohemia, N.Y. Read More
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Where to Invest Money Now

Will Swarts In this environment, where every option looks lackluster, shaky or both, many investors stopped dead in their tracks, says Ron Roge, head of R.W. Roge & Co., a Long Island advisory firm. “People seem to be frozen into place, because they don’t know what to do.” Read More
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Adviser Looks Into His Crystal Newsletter

Joseph Mallia Ron Rogé, a financial adviser based in Bohemia, in his August newsletter lists a few positive things about personal and national finance. And to balance the bright side, he’s also got a list of “uncertainties.” His monthly musings for August are titled “Pandemic of Uncertainty.” Read More
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The Volatility Watch Continues

Sarah Morgan Corporate earnings have largely beaten expectations, but with earnings season over, investors are turning their attention to economic data, and it’s not encouraging, says Steven Roge, a portfolio manager at R.W. Roge & Company. Read More
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Deleveraging, Reregulation, and Temporary Mistakes

Ellen Kelleher Ron Roge, a financial adviser in the US and author of a popular investment column there, thinks the economic recovery will be a “slow process” marked by periods of “extreme volatility”. Read More
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Romick Holds Cash Like Klarman in ‘Free-Range Chicken’ Fund

Charles Stein “We like outsourcing the asset-allocation decision to someone who does a good job of it,” said Steven Roge, a portfolio manager at R.W. Roge & Co., and an investor in FPA Crescent. Roge, whose Bohemia, New York, firm oversees about $200 million, said Romick has shown he can handle the freedom. Read More
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