investment strategies | R. W. Rogé & Company

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investment strategies

With Stocks Soaring, Is it safe to Return to the Market? | By: Ron Rogé

SOME STRATEGIES TO EASE ‘EQUITY ANXIETY’ I have a good friend who lives in Great Britain who is also a financial adviser. I was speaking with him several weeks ago and asked how his business was doing. “Ever since the FTSE [the British equivalent of the Dow Jones Industrial Average] went over 4,000, business has...
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MicroFinancial’s Potential Is Anything But Micro | By: Steven Roge

February 25, 2013 MicroFinancial, Inc. (MFI) Current Price: $7.42 Target Price: $9.50  Why MFI? Runway for new business remains long and robust Best in-class collections agency within MFI remains hidden gem Conservative management team (leverage only 1:1.1 times) Margins are impressive and sustainable Reasonable competitive moat Proprietary credit software and database gold standard in industry...
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7 Tax Planning Strategies for Orthopedic Surgeons to Consider | By: Laura Miller

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...
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2012 Annual Review and Outlook | By: Ron and Steven Rogé

January 23, 2013 In spite of all the volatility, 2012 turned out to be a very good year. If you were too pessimistic or too cautious, you missed a good market rally. If you are a long time reader of this report, you probably remember us stating time and again that markets climb a wall...
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Six Investment Moves to Make Now | By Ben Levisohn, Kirsten Grind,Joe Light and Julie Steinberg

8/17/2012 Dire predictions of market collapses and economic gloom in 2012 have so far proven overly pessimistic. But what should investors do to continue making money the rest of the year? In January, many expected Europe’s debt woes to spread from Greece to the rest of the euro zone, China’s economic growth rate to falter...
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The Known Unknowns: Investment Strategies and the Global Economy

On Friday, June 1, 2012 we had an all day investment strategies meeting. The purpose of this semi-annual meeting is to discuss our current portfolio strategy and evaluate it against the current state of the global economy…Easier said than done. It gives everyone a chance to express their views and have those views vetted or...
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