We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a MarketWatch article by journalist Lara Becker, titled “The most overlooked threat to retirement success? Here’s what 12 financial pros say is their No. 1 piece of retirement advice.” In a roundup of top financial professionals, Steven emphasized...Read More
Our CEO and Chief Investment Officer, Steven Rogé, was recently featured in Financial Planning’s article, “10 Best and Worst Crypto ETFs of the Past Year,” written by award-winning journalist Rob Burgess. In the article, Steven explains why cryptocurrency ETFs may be a smarter and more secure alternative to holding crypto directly. He points out that...Read More
In a recent article titled “8 Ways To Find Money for Investing in Your Budget,” journalist Gabriel Vito explores practical strategies to help individuals identify funds within their budgets for investment purposes. Steven Rogé, Chief Investment Officer and CEO of R.W. Rogé & Company, Inc., contributes his expertise to the piece. Rogé advises that significant...Read More
We’re excited to share that R.W. Rogé & Company, Inc. is now officially a member of the Charlotte County Chamber of Commerce! With over 1,000 members across Charlotte County and neighboring areas including Cape Coral, Fort Myers, Sarasota, and Naples, the Chamber offers a strong, local network of professionals and businesses committed to growth and...Read More
Our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a Yahoo Finance and AOL article titled, “Tony Robbins Reveals Huge Warning About 401(k) Plans and Offers an Alternative.” In the piece written by Jake Arky, Steven offers his insights regarding target-date funds (TDFs), and shares pros and cons of alternative strategies like Pure...Read More
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in U.S. News & World Report’s article, “5 Best S&P 500 Index Funds to Buy Now.” In the piece written by Kate Stalter, Steven offers his insights into the advantages of investing in S&P 500 index funds, emphasizing their...Read More
We’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article published on Yahoo Finance, Reuters, and IndexBox, titled, “Investors flock to safety of US short-term government bond funds.” Written by Patturaja Murugaboopathy, the article highlights a significant shift in investor behavior, with substantial inflows into U.S....Read More
We’re excited to share that our Senior Wealth Advisor, Christine Parisi, was recently featured in an article published on Yahoo Finance and GOBankingRates.com, titled, “5 Bad Money Habits That Hold People Back From Retiring Early.” Written by Nicole Spector, the piece explores how early retirement has become a key part of the modern American Dream, highlighting...Read More
We’re excited to share that our Chief Investment Officer and CEO, Steven M. Rogé, MBA, CFP®, AIF®, has been appointed as an Adjunct Clinical Instructor at the New York Institute of Technology College of Osteopathic Medicine (NYITCOM). Starting April 1, 2025, and continuing through March 31, 2026, Steven will serve as a preceptor, or a...Read More
