R.W. Rogé & Company, Inc.
Director of Research and Portfolio Manager
As the Director of Research and Portfolio Manager at R.W. Rogé & Company, Inc., Steven Roge provides the investment committee with research, investment and portfolio allocation recommendations. He is the lead portfolio manager and helps to implement and refine the ResearchEdgeTM process, which drives all of the investment decisions. Steven also serves on the firm’s Research and Investment Management Committee, and is responsible for the oversight of the firms operations and management, as well as business development and client relations.
Frequently quoted in the national and local press and media, Steven’s articles and commentary have appeared in The Wall Street Journal, BusinessWeek, Kiplinger’s Personal Finance, Smart Money, Bloomberg, The New York Times, Dow Jones Newswires, Newsday, TheSteet.com, Fox Business News, U.S. News and World Report, Barron’s, Investment News, Financial Advisor Magazine, BottomLine Personal, The Wall Street Journal Transcript, CNBC’s “MSN Money,” and more. In addition, he has appeared on Fox Business Network, Fox News and CNBC as an expert stock picker.
Steven is married with two children, Benjamin and Samantha, and runs our Beverly, MA office.
MA, Business Administration, Babson College Graduate School of Business
BS, Finance and Economics, Bryant University
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No-load, low-cost index funds are a great way to invest even in retirement. Whether it be a mutual fund or an Exchange Traded Fund (ETF) look for a broad or total market stock and bond fund.
You will report your capital gains when you fill your taxes and pay them along with federal and state taxes.
Typically a ROTH IRA is a better option for the younger saver since you are still in a relatively low tax bracket. When you hit the top tax bracket later in your career, a Traditional IRA may be a better option.
While you are borrowing shares your trade to short the stock is really selling shares to a buyer of those shares. Eventually you will need to purchase those shares back from a seller. The term short-squeeze is used when many short-sellers all enter the market to purchase back share to cover their position. However, unless you are a large institution placing billion dollar trades, it is highly unlikely your trade will have any meaningful impact on the share price.