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1/22/2012
"Paying More for Dividends"
by: Sarah Morgan
"Dividend growers are great inflation protection because that yield is increasing every year," says Steven Roge, a portfolio manager at R.W. Roge & Company. And if the yield is rising, he says the underlying fundamentals of the company are likely improving, too. Roge recommends dividend-growing consumer staples stocks like PepsiCo (PEP: 65.71, -0.57, -0.86%), whose payout has increased by about 22% since 2008, or spice-maker McCormick & Company (MKC: 51.49, -0.02, -0.04%), whose payout is up about 27% in that time."
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1/25/2012 "Six Ways to Maximize Retirement 'Sweet Spot' Years" by: Lynn Brenner 
"Most of the time, people are in the same tax bracket in retirement as when they were working, because of money coming out of IRAs and 401(k)s, says
Ronald W. Roge, chairman and chief executive of R. W. Roge & Co., a Bohemia NY financial planning firm. "I tell clients, 'If you have a $1 million IRA, after federal, state and local taxes, you own about $600,000.'" _____________________________________________________________________
2/6/2012 "What to do With Leftovers in 529 Plans" by: Georgette Jasen  "If the money is likely to stay in the plan for longer than originally expected, review how it is invested. The key is to think about your time horizon and your tolerance for risk. "It's like any other investment," says Ron Rogé, a financial planner in Bohemia, N.Y. "If you think you'll need the money in under three years, look for something stable, like a short-term bond fund. If it's longer term, look for growth." _____________________________________________________________________
2/21/2012 "13,000 Begs, But What Next?" by: Sarah Morgan  "To be sure, not everyone is scooping up stocks right now. Steven Roge, the portfolio manager of R.W. Roge & Company, says corporate profit margins are at historic highs, meaning they'll eventually have to return to more normal levels - and bring share prices down with them. "We think returns over the next 10 years will still be fairly muted," he says. Roge says investors should rebalance their portfolios to take some gains, and reinvest some of the proceeds in bonds." ____________________________________________________________________________
5/1/2012 "Perfect Portfolio" In a letter to the Editor by: A forty-year-old couple with a kid headed to college
"Assuming you've socked away plenty of cash for Junior's education, advisers suggest sticking to equities for your long term plans. The cheapest stocks right now are large domestic dividend-playing stocks, many of which have exposure to emerging markets, says Steven Rogé, portfolio manager with R.W. Rogé & Co. in Beverly, Mass. "There's no reason to pay higher valuations and take on the political risk," he says."
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5/21/2012
"Six Bad Excuses for not Saving for Retirement"
by: Sheyna Steiner
"Another investment adviser runs her clients' financial plans to age 100."
"We tell our clients to have their retirements funded 120%. I say, 'Listen, do you have an aunt or uncle who lived into their 90s?' People don't realize how much they really need to save for retirement," says Rosanne Roge, a Certified Financial Planner at R.W. Roge & Co. in Bohemia, N.Y."
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6/19/2012
"The Known Unknowns"
by: Ron Rogé
"As always, we manage risk first and return second. This has helped us navigate the many ups and downs the markets have sent our way over the past 25 years and helps everyone sleep a little better."
the entire article can be viewed here.
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6/28/2012 "Heebner at Bottom for Fourth Year in Five Sticks to Bet" by:Charles Stein
"Steven Roge, a portfolio manager with Bohemia, New York- based R.W. Roge & Co., said he wouldn't be surprised to see Heebner bounce back. "He is one of the best minds in the industry and he has a streaky investment style," Roge said in a telephone interview. Roge, who helps manage $200 million for individual investors, said he's has never owned Heebner's fund because its performance is too volatile for his clients."
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