We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a MarketWatch article by journalist Morey Stettner titled, “The rich already know how private equity mints money — and it’s not from a 401(k).” The article explores the White House’s recent executive order allowing retirement savers to access...Read More
At R.W. Rogé & Company, we believe that staying ahead of emerging trends is essential to guiding our family of clients as they work toward a more secure financial future. In keeping with that commitment, we’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, has earned the Certificate in Blockchain and...Read More
We’re proud to share that our Chief Investment Officer and CEO Steven Rogé, has earned the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services, a graduate-level credential that will allow us to help clients articulate and advance their deepest aspirations for self, family, and society by integrating meaningful charitable goals into...Read More
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
