Investors should use indexes to invest in financial companies, particularly if you're looking at small and mid cap companies, Roge says. For those who want to pick stocks, Roge recommends Jefferies Group ( JEF - news - people ), Inc., because it has been able to pick up a lot of other banks' businesses, as well as International Assets Holding Corporation ( IAAC - news - people ), which has built up its business through international and currency trading.