October 2007   “To Hedge or Not to Hedge”
  By Ronald Rogé

There are mutual funds that use strategies that may be similar or identical to those of hedge funds, but without all the negatives. So as always, do your homework and exercise a healthy degree of skepticism. Remember, if it sounds too good to be true, it probably is. Click here to read more.

October 23, 2007   “Buy Order: Betting on Relation in Japan”
  By Matt Egan

The time is right to invest money in Japan, with that country’s real estate prices on the rise and “reflation” taking place, according to Steven Rogé, a portfolio manager at R.W. Rogé & Co. Click here to read more

November 5, 2007    “Sometimes It’s A Gut Feeling”
  By Sue Asci

Buying and selling stocks is “very much an art and not a science,” Mr. Rogé said. “There is no use for active management if human psychology didn’t play into it.” Click here to read more

November 8, 2007    “Retiring Comfortably”
   By Nikhil Hutheesing

Steven Rogé, a portfolio manager with Bohemia, N.Y.-based R. W. Rogé & Company, which provides wealth planning services, says many people walk into his office with “back of the envelope” calculations about what they think they need to retire, but they don’t factor in taxes, inflation, future parent care and the expenses of retirement living. Often, they even fail to consider the taxes that will be due on their investment portfolio. Click here to read more

November 23, 2007   “Retiree Looks To Maximize Investment Income”
   By Lynn Brenner

All withdrawals from a Roth IRA are tax-free after you’re 59 1/2 and have owned the account for five years. Apparently, you meet both requirements. That means if you invest in bond funds inside the Roth IRA, you can take the income as tax-free distributions, says Ron Rogé, a Bohemia financial planner. If you cash out of the Roth to invest in bond funds, you’ll owe taxes on the income. (That wouldn’t be the case if you bought municipal bond funds, of course; but it doesn’t sound as if you’re in a tax bracket high enough to make muni’s an attractive investment.). Click here to read more

December 5, 2007   “From the Expert: Hitting the Benchmark Just isn’t Acceptable”
By Ronald Rogé

The moral of this story: Don’t invest all your money in one asset class or one basket of stocks—even if it’s the S&P 500. Be smart and allocate your portfolio among stocks, bonds, and cash equivalents, and make sure you reinvest your dividends. Click here to read more

December 5, 2007   “Invest With the Superstars”
By Katy Marquardt

“When you give a smart manager the flexibility to go anywhere, they’re bound to find the best opportunities in the world,” says Steven Rogé, co-manager of the Rogé Partners Fund, a “fund of funds” that invests in a handful of such go-any¬where portfolios. Click here to read more

December 11, 2007   “Sears, Restoration Hardware a Great Play, Investors Say”
  By Ken Sweet

Steven M. Rogé, co-fund manager for Rogé Partners Fund, said he doesn’t see Restoration Hardware as a brand name within Sears, but sees the home décor shop as a great way to cross-market the brand and bring high-end customers into Sears customer base.

“There’s a lot of potential here for cross promotion through discounts or a Sears Card,” Rogé said. Click here to read more

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