We are pleased to announce that Managing Director, Rosanne Rogé, CFP®, RFG, CSA, will be speaking on a panel titled, “Real World Planning Challenges (and Solutions) for Client Longevity,” on Tuesday, September 29, 2015, at the Insiders Forum in Chandler, AZ.  She will present new planning challenges related to longevity, as well as advances in...Read More

The third quarter was plagued by dropping commodities prices and major concerns over China’s slowing economy and its potential impact on the global economy. The Chinese equity markets entered into a bear market and subsequently the Chinese government attempted to intervene in the downturn, which only led to more concern. We saw double digit declines...Read More

By Rosanne Rogé, CSA, RFG, CFP® Managing Director We have all heard the anonymous quote, “Do not regret growing older; it is a privilege denied by many.” While it’s true that growing old is a blessing, the aging process – especially in the later years – can be difficult to navigate. Over the past 29...Read More