Steven Rogé Featured in U.S. News & World Report

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 role in building a diversified and cost-effective investment portfolio. His commentary underscores the importance of low expense ratios and broad market exposure, key factors that make these funds a cornerstone for long-term investors.

To read the full article and gain more insights from Steven and other industry experts click here.

If you would like to speak with our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, we would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. Please contact us for a complimentary discovery call at 631.218.0077. You can also send us a message directly.


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, and Beverly, Massachusetts 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, as well as our process, explore our detailed overview of services and approach.

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