Director of Research and Portfolio Manager, Steven Rogé, will be hosting a Continuing Education Class for local CPA’s on Thursday, August 20, 2015. The class titled, “What You Need to Know About The Department of Labor’s Fiduciary Proposal,” will discuss setting standards for fiduciary obligation in retirement accounts. All participants of the hour-long class will...Read More

Managing Director, Rosanne Rogé was featured in the July issue of the Society of Certified Senior Advisors (CSA) Senior Spirit Newsletter. The feature discusses Rosanne’s personal caregiving experience, as well as her path to assisting the aging community, and how she became interested in the highly specialized field of financial gerontology. To read the full...Read More

Managing Director of R.W. Rogé & Company, Inc., Rosanne Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School. Rosanne will be speaking with radio personality and industry expert, Kent Smetters, about the highly specialized field of Financial Gerontology, discussing topics such as financial...Read More

 By Kelley Caponigro Assistant to the Chairman & CEO Now that school is out, we want to thank all of the teachers for their dedication and impact that they have on society.  We thought you might appreciate the following story written in memory of an outstanding educator and dear friend.  Perhaps it will strike a...Read More