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Resetting Expectations Part 2 – Why You Need a Trusted Advisor
Date: April 8, 2015
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Only a select few areas of your life are more important than obtaining good financial advice. Furthermore, those other very important areas are directly affected by your ability to follow that good advice. As important to your life as good financial advice is, and despite the lack of a do over, many people are tempted […]

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Resetting Expectations – Part One
Date: February 27, 2015
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Resetting Expectations – Part One It has been said that the shortest measurable period of time is the time between when the average investor starts worrying about losing all of his money and the time when that same investor starts worrying that he didn’t beat some irrelevant index. We know from the calls we receive […]

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“It’s a Wonderful Life”
Date: January 13, 2015
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Happy New Year Everyone! As we reflected on the recent holiday season, we thought about what lessons we could take from our experiences that could be instructive (as we so often do!). We decided to write about lessons that can be gleaned from a holiday movie we are all familiar with. We have started a […]

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A Brief Reality Check
Date: December 13, 2014
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We are in the midst of preparing a year end 2014/2015 forecast piece, but a question from one client made us think that if one was asking, there may be more with similar questions.  So, we wanted to send out a quick note to provide some perspective to those of you actually paying attention to […]

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A Little Perspective
Date: October 15, 2014
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While reviewing market and manager data after Monday’s close amid the talk of crashes, corrections and the end of the world as we know it, we made a rather startling discovery. While expecting to see declines across the board, much to our surprise we discovered that:   …the market is actually up!   Now, we […]

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Lifeboat Drill
Date: August 1, 2014
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Experienced cruisers, a term describing many Rogan Associates employees, clients and friends, know that one of the first things that happens upon boarding a ship is the lifeboat drill.  During that drill, the crew explains what you are supposed to do when the emergency alarms sound (aside from running in circles with a panicked look […]

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Is It Time?
Date: April 9, 2014
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For over a year, the market “experts”, “talking heads” , “soothsayers”, “prognosticators”, “catastrophists” (choose your favorite) have been warning that the next market decline is right around the corner.  Despite the fact that they have been incorrect each and every time (which perhaps makes one wonder why anyone would actually listen to them in the […]

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The Market is at a Record High! So, What Should We Do Now?
Date: December 30, 2013
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As we have often discussed, “Two Great Fears” drive most people’s investment decisions. The “Fear of Loss’ is the most powerful, but the “Fear of Missing Out” can be pretty potent too. Remember the rush to buy more real estate? For most of you only one is present at a time but we have always […]

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All I Want For Christmas is the S&P!
Date: December 2, 2013
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Did you know that the S&P 500 (a stock index of primarily large U.S. corporations) is up about a bazillion percent this year? (Yes, that is a technical term). Like the kid who sees that commercial for the cool new toy, you might be thinking that all you want for Christmas (or Chanukah, Kwanzaa or […]

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Shut Up and Shut Down
Date: October 2, 2013
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While traveling across the country recently, I was afforded the “opportunity” to view several news networks, whose misinformation is broadcast incessantly throughout airport terminals and lounges. Finding myself unable to stop commenting aloud at some of the commentary, I had to resort to using headphones and listening to music. What put me over the top […]

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