As published in The New York Times October 15, 2013 Closed-End Funds Offer Bargains to Careful Buyers By CONRAD DE AENLLE THERE may be no free lunch, but if you place an order for an obscure type of investment called a closed-end fund, you stand a good chance of buying stocks or bonds at well...Read More
Minimize This Year’s Tax Bill Christopher R. Wills, CPA, CFA, CFP® Director of Wealth Management Paying taxes is part of life in the United States. While there’s no way to completely avoid taxes, smart planning can help you minimize what you owe. Generally, there are two strategies for minimizing your tax bill: delaying income...Read More
On July 26, 2013, R.W. Rogé & Company celebrated its 27th anniversary. During these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relationship with their advisory firm. Confidence comes when clients feel that we truly understand their needs. Those needs then get articulated...Read More
A Beginner’s Guide to Retirement Plans for Businesses Setting up a qualified retirement plan for your business can have many benefits. These plans typically offer several tax advantages, such as a deduction for your contributions and tax deferred growth on your investments, which can be an effective way for you to save for retirement through...Read More
