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...Read More
Today, July 28, 2025, we’re honored to celebrate a milestone that means the world to us — 39 years in business. What began at Ronald Rogé’s kitchen table in 1986 has grown into a team of dedicated professionals who remain guided by the same core promise: always put people first. Over the years, the...Read More
We’re proud to share that our Senior Wealth Advisor, Christine Parisi, was featured in a recent article on Scary Mommy surrounding “Micro-Retirement” as the latest work-related trend, written by Beth Ann Mayer. In the article, Christine offers valuable insights on the emerging trend of “micro-retirements” which are intentional breaks from the workforce to rest, reset,...Read More
We’re excited to share that our Marketing Manager, Kelley Muhsemann, was recently quoted in an article written by Tech Culture Editor at Cybernews, Justinas Vainilavičius, titled “Can Bluesky still catch up with X and Threads? And does it really want to?” The piece explores the future of Bluesky and how it stacks up against social...Read More
Medical school debt is no small hurdle, and for many physicians, it can feel like it looms over every career decision. In Medscape’s recent article, “Debt Burden for Med Students, But There Are Options,” by journalist Erin Cates, the focus turned to how new doctors can navigate the federal and state programs that can ease this...Read More
It’s easy to get swept up in viral videos and trending posts predicting an economic downturn. In fact, Newsweek’s recent article written by Life and Trends Reporter Melissa Fleur Afshar, titled, “Gen Zers Convinced They Can Predict a Recession—It’s Not Going Well,” dives into exactly that. The piece explores how social media has popularized offbeat...Read More
We’re proud to share that our Marketing Manager, Kelley Muhsemann, was recently featured in a Taboola Marketing Hub article by journalist Stephanie Faris, titled “YMYL (Your Money or Your Life): What It Is, Why It Matters.” The article explores the importance of creating high-quality, trustworthy content on topics that can significantly impact a person’s health,...Read More
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...Read More
We’re thrilled to share that our Senior Wealth Advisor, Christine M. Parisi, was recently featured in a Yahoo Finance article (syndicated via GOBankingRates) by journalist G. Brian Davis, titled “5 Major Social Security Mistakes Boomers Can’t Stop Making.” In an insightful discussion about common mistakes retirees make with Social Security, Christine brought a powerful message to the...Read More
