Our CEO and Chief Investment Officer, Steven Rogé, was recently featured in Financial Planning’s article, “10 Best and Worst Crypto ETFs of the Past Year,” written by award-winning journalist Rob Burgess.
In the article, Steven explains why cryptocurrency ETFs may be a smarter and more secure alternative to holding crypto directly. He points out that ETFs can be more cost-effective for investors using dollar-cost averaging strategies, and they offer added protections when purchased through established brokerage firms. These protections include fraud resolution processes and institutional-level security that many individual crypto custodians can’t match. From an estate planning perspective, Steven also highlights how ETFs simplify inheritance by allowing for beneficiary designations and avoiding the risk of lost assets due to inaccessible private keys.
Steven’s contributions to the article reflect our firm’s commitment to providing clients with informed, secure, and strategic investment options in the evolving landscape of digital assets.
Click here to view the full article.
For personalized advice or questions on incorporating cryptocurrency ETFs into your investment strategy, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. 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.
