Our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an Investopedia article by journalist Rebecca Rosenberg titled “Balancing Growth and Safety: How To Build a Resilient Tech Portfolio,” which explores how investors can construct a durable technology-focused investment strategy amid today’s market uncertainty. Rosenberg’s piece offers a thoughtful overview, from establishing clear goals to deploying diversification, periodic rebalancing, and leveraging both bonds and equities to balance growth and stability.
In the article, Steven emphasizes the importance of a long-term timeframe when allocating to high-growth sectors like tech. He points out that investors should commit to at least a decade or more to give themselves a chance to endure sector-specific volatility and ultimately realize meaningful gains. His insight helps ground the broader strategies discussed, ensuring that readers understand tech investing isn’t a sprint but a marathon.
This coverage highlights our firm’s commitment to disciplined, fee-only advice, helping clients align investment decisions with well-defined time horizons, risk tolerance, and financial goals. The article’s thoughtful exploration of these essential principles provides readers with a clear, balanced roadmap for building a resilient tech portfolio.
Click here to view the full article.
For personalized advice or questions on technology-focused 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.
