In a recent article titled “8 Ways To Find Money for Investing in Your Budget,” journalist Gabriel Vito explores practical strategies to help individuals identify funds within their budgets for investment purposes. Steven Rogé, Chief Investment Officer and CEO of R.W. Rogé & Company, Inc., contributes his expertise to the piece. Rogé advises that significant...Read More
When people hear that we are a team of wealth managers, some of the first questions they ask are: What is a wealth manager? What does a wealth manager do? And how does a wealth manager differ from other financial professionals? It’s a fair question, and an important one. After all, there are plenty of...Read More
We’re excited to share that R.W. Rogé & Company, Inc. is now officially a member of the Charlotte County Chamber of Commerce! With over 1,000 members across Charlotte County and neighboring areas including Cape Coral, Fort Myers, Sarasota, and Naples, the Chamber offers a strong, local network of professionals and businesses committed to growth and...Read More
Our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a Yahoo Finance and AOL article titled, “Tony Robbins Reveals Huge Warning About 401(k) Plans and Offers an Alternative.” In the piece written by Jake Arky, Steven offers his insights regarding target-date funds (TDFs), and shares pros and cons of alternative strategies like Pure...Read More
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in U.S. News & World Report’s article, “5 Best S&P 500 Index Funds to Buy Now.” In the piece written by Kate Stalter, Steven offers his insights into the advantages of investing in S&P 500 index funds, emphasizing their...Read More
