By Rosanne Rogé, CSA™, RFG℠, CFP® Managing Director If you’re above a certain age, you probably have strong memories of the last two recessions, the housing crash in 2007/2008, and the economic shutdown in 2020. You likely remember feeling a high degree of fear, anxiety, and stress over the economic uncertainty you experienced during previous...Read More

By Steven M. Rogé, MBA, CFP®, AIF® Managing Director & Chief Investment Officer One of the most frequent questions we get from our clients is whether they should lease or buy their next vehicle. It can quickly and decisively be answered with, “it depends.” There are several factors to consider prior to deciding on your...Read More