By Kelley Muhsemann Marketing Manager The third article in our financial literacy series focuses on Generation Y – more commonly known as “Millennials.” Born between 1981 and 1996, Millennials came of age during the Great Recession, and face a unique set of financial challenges compared to previous generations. In fact, according to Investopedia, Millennials “have entered...Read More
The second article in our Financial Literacy Month series is dedicated to Generation X. Born between 1965 and 1980, “Gen X” is balancing career advancement with heightened financial anxiety. This “sandwich generation” is in their key wealth-building years while also juggling working and caregiving. A recent study by Bankrate found that this cohort is significantly...Read More
By Kelley Muhsemann Marketing Manager At R.W. Rogé & Company, Inc., we believe that empowering individuals with financial knowledge is crucial for building a secure future. To celebrate Financial Literacy Month, we’ve put together a series of articles that will delve into the unique financial challenges and priorities faced by different generations, providing tailored advice...Read More
By Kelley Muhsemann Marketing Manager In the last 100 years, over $25 trillion has been lost to greed and fear. These primal emotions, deeply ingrained in human nature, wield an unparalleled influence on our decisions, particularly when it comes to investing. Let’s journey through pivotal moments in history where mass hysteria gripped the markets, revealing...Read More
By Kelley Muhsemann Marketing Manager We’re kicking off 2024 by celebrating Financial Wellness Month! Instead of providing you with various tips and tricks on how to set forth and achieve financial wellness – we’ve decided to look inward and reflect as fee-only financial advisors to answer the question: What does “Financial Wellness” mean to us?...Read More
By Steven Rogé, MBA, CFP®, AIF® Chief Investment Officer & CEO The U.S. government instituted a new law called the Corporate Transparency Act (CTA) as part of the National Defense Authorization Act for Fiscal Year 2021. A game-changer for business accountability, this landmark legislation aims to curb money laundering, terrorism financing, and other forms of...Read More
By Kelley Muhsemann Marketing Manager A study conducted by the Williams Group found that a staggering 70% of wealthy families lose their wealth by the next generation, with 90% losing it the generation after that. Another study found that 78% of wealthy individuals feel that their heirs are not financially responsible enough to handle an...Read More
By Kelley Muhsemann Marketing Manager The “death of social security” has been reported for decades, but the latest headlines threaten it to run out by 2035 – a mere 12 years from now. Is it fearmongering, or should you be legitimately concerned? Let’s dive into several topics surrounding this rumor, its origins, and find out...Read More
When R.W. Rogé & Company, Inc. was founded in 1986, one of the things that set us apart from other advisors was, of course, the fact that we are a fee-only, fiduciary that works in the best interest of our clients all the time – and the second was our newsletter, “The Rogé Report.” At...Read More
