Our portfolios returns were relatively flat for the quarter. We continued again this quarter – as we did last quarter – to track the performance of the S&P 500 Index, which is extremely unusual for a globally balanced, highly diversified portfolio strategy. Our equity selections did the heavy lifting since bonds produced negative returns for...Read More
Chairman and CEO Ron Rogé was quoted in the May 2015 issue of Money Magazine in an article titled, “101 Ways to Build Wealth.” The article is a collaboration by Daniel Bortz, Kara Brandeisky, Paul J. Lim and Taylor Tepper, and acts as a guide to financial independence. Some of the topics discussed include the...Read More
Ron Rogé, Chairman & CEO of R.W. Rogé & Company, Inc., was named one of the Best Financial Advisers for Dentists in the June 2015 issue of Dental Products Report. Congratulations Ron! To view the June issue, click here. To view Ron’s listing, click here.Read More
Chairman and CEO of R.W. Rogé & Company, Inc., Ron Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School. Ron will be speaking with radio personality and industry expert, Kent Smetters, about what it’s like to work with business owners and entrepreneurs, and...Read More
