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 investors are increasingly reluctant to move away from the safety of high-yield money market funds, even as interest rates show signs of future volatility. Steven provided insights into the challenges this trend presents for financial advisors, particularly in educating clients about the reinvestment risks that come with overreliance on these instruments. He emphasized the importance of diversification and comprehensive, long-term financial planning to safeguard against potential downturns, urging investors to consider broader investment strategies.
As the financial landscape continues to evolve, Steven’s expertise highlights the need for informed decision-making and proactive client education.
Click here to view the full article.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, Beverly, Massachusetts, and Naples, Florida office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, click here.
