By Kelley Muhsemann Marketing Manager A study conducted by the Williams Group found that a staggering 70% of wealthy families lose their wealth by the next generation, with 90% losing it the generation after that. Another study found that 78% of wealthy individuals feel that their heirs are not financially responsible enough to handle an...Read More
By Kelley Muhsemann Marketing Manager The “death of social security” has been reported for decades, but the latest headlines threaten it to run out by 2035 – a mere 12 years from now. Is it fearmongering, or should you be legitimately concerned? Let’s dive into several topics surrounding this rumor, its origins, and find out...Read More
When R.W. Rogé & Company, Inc. was founded in 1986, one of the things that set us apart from other advisors was, of course, the fact that we are a fee-only, fiduciary that works in the best interest of our clients all the time – and the second was our newsletter, “The Rogé Report.” At...Read More
By Kelley Muhsemann Marketing Manager As you navigate through the different phases of life, your financial needs and priorities undergo significant transformations. From adolescence to retirement, each stage presents unique challenges and opportunities. One of the keys to financial stability and success lies in recognizing and adapting to these changing circumstances. As a fee-only financial...Read More
To Our Valued Clients, It is with profound sadness and a heavy heart that we share the news of the passing of our beloved founder and CEO, Ronald W. Rogé. After a long and courageous battle with cancer, Ron peacefully departed from this world on October 10, 2023. His loss leaves a void that can...Read More
Last year, after more than 1 million votes cast, R.W. Rogé & Company, Inc. was named “Best Financial Advisor on Long Island” by Bethpage Federal Credit Union. We are thrilled to announce that we have been nominated once again! You’ll find our company name within the “Services” section, under the category “Best Financial Advisor.” You...Read More
By Kelley Muhsemann Marketing Manager Investing can be a rewarding journey, offering the potential for financial growth and security. However, it’s important to navigate this path with caution and avoid the common pitfalls that can lead to financial setbacks. Let’s explore six of the biggest financial mistakes investors make and provide insights on how to...Read More
By Ronald W. Rogé, MS, CFP® Chairman & CEO “I am sorry Dave. I am afraid I can’t do that,” HAL calmly says to Dr. David Bowman who is locked out of his spaceship, in the movie 2001: A Space Odyssey (1968). If you have been watching or listening to the news media these past...Read More
We are thrilled to announce that R.W. Rogé & Company, Inc. has been named one of America’s Top RIAs for 2023. With nearly 15,000 Registered Investment Advisors (RIAs) currently operating in the U.S., this is quite an admirable recognition. A huge thank you to our team, as well as our wonderful family of clients, for...Read More
