Your comprehensive financial plan is finished. Congratulations! You’ve spent weeks gathering tax returns, investment statements, retirement account balances, insurance information, and estate planning documents. You’ve had thoughtful conversations about your goals, discussed retirement, reviewed cash flow, evaluated taxes and investments, considered estate planning, insurance, and legacy goals. The day has finally arrived. Your financial advisor hands...Read More

Many of the financial habits people believe will help them build wealth can actually limit long-term financial success when applied without context. In a recent article featured in MoneyLion, AOL.com, and MSN.com, titled “I’m a Financial Planner: 4 ‘Wealth-Building’ Habits That Don’t Always Deliver,” journalist Martin Dasko explores several common strategies that financial professionals frequently...Read More

Cryptocurrency has come a long way from being viewed as an investment that moved independently of the rest of the financial markets. Today, many of the same economic forces that influence stocks and bonds, including interest rates, inflation, the strength of the U.S. dollar, and investor confidence, can also have a meaningful impact on digital...Read More

Our Chief Investment Officer and CEO, Steven M. Rogé, joined creator of the Financial Planner Search podcast, Gregory Wilnau, to discuss the philosophy that has guided R.W. Rogé & Company for nearly 40 years and how comprehensive financial planning helps clients navigate every stage of life. During the conversation, Steven shared the story behind our firm’s founding...Read More