Recent News

Hechmer Leads Money Managers in Startups After Industry Shake Up

Sree Bhaktavatsalam “There was a two-year lull in startups, but recently we’ve seen more startups that look exciting,” said Steven Roge, a portfolio manager at R.W. Roge & Co. in Bohemia, New York, an investment firm that manages about $200 million. “There’s been a lot of turnover and shakeup at bigger firms so there’s more...
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Unsung Heroes in the Rise of a Fiduciary Standard

Bob Clark I’ve written many times over the years about how Ron Roge and other members of the NAPFA board virtually singlehandedly drove fee compensation for advisors to the widespread acceptance it enjoys today. Largely through the efforts in the 1990s of Ron, who became head of NAPFA’s media relations committee due to the proximity...
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Job Report Suggest Text Book Recovery

Alexandra Zendrian Forbes: What did you make of the latest jobs report? How do you think the market’s going to or has already reacted to it? Ron Roge (R.W. Roge & Co. CEO): This is short-term data that will most likely be revised next month. I would not pay much attention to it. I find...
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Don’t Count on Social Security for Retirement

Andrew Smith Indeed, portfolio manager Steven Roge of Bohemia said that tax increase will hit younger workers harder and they should make sure their investments are diverse enough to account for that. “We’re not making the assumption that Social Security will run out,” he said. “Probably that’s the least of our concerns.” Read More
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LI Could Take Tax Hit

Andrew Smith Ronald W. Roge, Chairman and CEO of a Bohemia wealth management firm, said a tax on investment would have the obvious effect of people reducing their investments–not the effect the country needs as it tries to emerge from a  recession.
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Apple: Smart to the Core

David Serchuk and Alexandra Zendrian Who better than Steve Jobs to pull this off? Introduction of the tablet should create some excitement, but as Ross Perot liked to say, “the devil is in the details.”
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Don’t Bet on a Retail Recovery

Alexandra Zendrian Increased sales might not translate into increased profits for discounters, says Ron Roge, chief executive of R.W. Roge & Co. “I am cautious about the very aggressive discounting that may have been the driver behind those numbers,” he says. Read More
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That Commercial Real Estate Shoe

Morgan Brennan Ronald Roge, chief executive officer of R. W. Rogé & Company, Inc., suggests that for long-term investment, REITS could prove to be a safe and easy way to get involved. With REITs, an investor can buy shares on an open exchange or invest in a real estate focused mutual fund, partaking in a...
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The Pieces of AIG

Alexandra Zendrian R.W. Roge & Co. Chief Executive Officer Ron Roge agrees. “It’s a government-owned entity being held together in the hope that the taxpayers will be paid back someday,” he says. Read More
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