By Rosanne Rogé, CSA, RFG, CFP® Managing Director Frequently referred to as the “Sandwich Generation,” Baby Boomers are increasingly tasked with caring for both aging parents as well as minor aged children, or “boomerang” adult children who have returned home due to divorce or the economic environment.  In fact, according to the Pew Research...Read More

Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Feb. 9, 2015 in an article titled, “Janus Unconstrained Got Least Money Since Gross Took Over.” To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc.,...Read More

The domestic stock market performance in the fourth quarter of 2014 was solid. Foreign securities suffered as the strong U.S. Dollar and weak economies abroad weighed on investor’s returns. Smaller-company stocks played catch up with a strong performance in the fourth quarter, bringing returns back into positive territory for the year. Overall, 2014 was another...Read More