By Kelley Caponigro Assistant to the Chairman & CEO When you hear “Financial Advisor,” you certainly don’t simultaneously think, “Dentist.” Nor do you hear “Dentist” and think “Financial Advisor.” However, the two professions have similar qualities and conundrums. Outlined below are just four similarities that dentists and financial advisors have in common. 1. To Be...Read More

Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on March 23, 2016 in an article titled, “Goldfarb Exits as Sequoia’s Valeant Debacle Caps 45-Year Career” by Charles Stein. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé...Read More

The April 15 deadline for filing your taxes is quickly approaching, and while we hope that you are being mindful of financial scams throughout the entire year, we want to remind you to be especially careful during the stressful time that encompasses tax season. Many people are reporting that they have been contacted by someone...Read More