Month

August 2024

Steven Rogé Featured in Major Financial Outlets: Why ‘T-Bill and Chill’ Could Be Risky for Your Portfolio

We’re excited to announce that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article titled, “‘T-Bill and Chill’ Is a Hard Habit for Investors to Break,”  which was shared by various news outlets, including Advisor Perspectives, Yahoo Finance, Bloomberg, Barchart, Nasdaq, and WealthManagement.com. The article delves into the phenomenon where...
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Market Volatility: Insights from a Fee-Only Financial Advisor

“The markets – whether investors like to believe so or not – have always been unpredictable.” – Ronald W. Rogé, Founder of R.W. Rogé & Company, Inc. By Steven Rogé, MBA, CFP®, AIF® Chief Investment Officer and CEO The recent stock market volatility has been a topic of significant concern, and it’s completely understandable for...
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