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
We are excited to share that our Chief Investment Officer and CEO, Steven M. Rogé, has been ranked #11 on AdvisorHub’s 2026 “50 Next Gen Advisors to Watch” list. The recognition is part of AdvisorHub’s annual “Advisors to Watch” rankings, which recognizes 1,000 advisors and advisory teams across several categories nationwide. According to AdvisorHub’s published methodology,...Read More
Choosing a financial advisor is one of the most important financial decisions you’ll make, but deciding whether to leave one can be just as difficult. In his recent U.S. News & World Report article, “Is It Time to Dump Your Financial Advisor?” journalist Geoff Williams explores several warning signs that may indicate it’s time to...Read More
Currency exchange-traded funds (ETFs) provide investors with a way to gain exposure to foreign currencies such as the euro, Japanese yen, and British pound without the complexity of trading currencies directly in the foreign exchange (forex) market. In her recent U.S. News & World Report article, “5 Best Currency ETFs to Buy Now,” financial journalist...Read More
As market uncertainty continues to dominate headlines, many investors find themselves wondering whether they should make changes to their portfolios in anticipation of what comes next. In a recent article, “Why Timing the Market Is Still a Retirement Mistake and What to Do Instead,” journalist Anna Baluch explores why attempting to predict market movements remains...Read More
In the recent article “Fidelity Challenges Long-Standing Retirement Savings Rule,” finance journalist Damilola Esebame explores new research from Fidelity that questions one of the most commonly accepted principles in personal finance: maintaining a large emergency fund throughout retirement. The article, published on The Street, examines how many retirees continue to hold significant amounts of cash...Read More
