We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a U.S. News & World Report article by journalist Kate Stalter, titled “10 Best Investments to Watch in 2025.”
The article takes a timely look at where investors are turning in today’s complex market environment, with the S&P 500 continuing to climb, trade tensions showing signs of easing, and certain asset classes surging in performance. From gold and real estate to private credit and thematic ETFs, the piece explores a wide range of investment vehicles, highlighting both the opportunities and the cautionary flags.
Steven contributed insight on two particularly trending asset classes: thematic ETFs and private credit. He explained why our team typically advises clients to be wary of thematic funds, noting that they often come with higher costs and tend to attract investors at the wrong time (just before a possible downturn). On the topic of private credit, Steven emphasized a cautious approach, pointing out that while yields may look appealing, now could be a smart time to reduce exposure, especially in highly leveraged areas vulnerable to an economic slowdown.
Steven’s thoughtful perspective reflects our firm’s long-standing commitment to research, discipline, and client-first investment advice. We’re honored to see his voice included among top financial leaders in this national piece.
Click here to view the full article.
For tailored guidance on managing your wealth or questions about investment strategies, 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.
