Chairman & CEO Ronald W. Rogé was quoted in a recent article titled, “Millennial Millionaires Think Their Investments Will Rise a Whopping 16% Next Year,” written by Paul J. Lim. The article was featured in Money Magazine, and discusses Millennial investment return expectations. To view the full article, click here.Read More

By Rosanne Rogé, CSA, RFG, CFP® Managing Director There are numerous books and studies surrounding gender differences. It’s safe to say men truly are from Mars, and women are from Venus. The two groups differ in their relationships, communication style and emotional needs. It’s not surprising that their relationships with money and financial needs also...Read More