Second Quarter 2016 Review The market recovered through the second quarter of 2016 after a poor performance in the month of January. Fear is subsiding as the economic picture here in the U.S. slowly improves. Large-cap stocks rose about 2.5% for the quarter and are up 3.8% for the year. Smaller company stocks rose 3.9%...Read More
First Quarter 2016 Review The market got off to a rocky start this year with equities down over 10% at one point, only to end the quarter up just over 1%. Concern over the pace of the Federal Reserve interest rate increases, declining oil prices, The United Kingdom’s potential exit from the European Union, and...Read More
Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on March 23, 2016 in an article titled, “Goldfarb Exits as Sequoia’s Valeant Debacle Caps 45-Year Career” 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
By: Ronald W. Rogé, MS, CFP® Chairman & CEO If you have not been following the news since the first of the year, the big story for the New Year has not been something outrageous that Donald Trump said, it has been the volatility of the stock market. Since January 1, 2016 the stock market,...Read More
Fourth Quarter and 2015 Review The stock market rallied during the fourth quarter to eliminate most of the losses acquired during the year and propping up returns going into year-end. This allowed the S&P 500 to take out a small gain of about 1% (with dividends) for the year. This anemic return was driven by...Read More
Director of Research and Portfolio Manager Steven M. Rogé was recently featured in Bloomberg News, Newsmax Finance and The Boston Globe on Dec. 16, 2015. To view the full articles, click on the links below. Third Avenue Bled Managers, Billions of Assets Before Fund Shut Third Avenue Stumbles on Distress Investing Martin Whitman Pioneered Before...Read More
Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Nov. 13, 2015 in an article titled, “T. Rowe Funds Shine With Boost From Amazon as Valeant Bet Sours,” written by Charles Stein. To view the full article, click here. If you would like to speak with a Senior Wealth...Read More
Director of Research and Portfolio Manager Steven M. Rogé was recently featured in three articles – two in the Wall Street Journal on Oct. 29 and Oct. 30, and one in Bloomberg News on Oct. 29. To view the full articles, click on the links below. Two Sequoia Fund Directors Resign as Valeant Losses Mount...Read More
By Kelley Muhsemann Marketing Manager With Halloween quickly approaching, we thought it would be fun to sit around the virtual campfire, and talk about certain aspects of finance that some folks find particularly spooky. Don’t be too frightened though! We’ve also come up with solutions for these scary situations to help you overcome your financial...Read More
