By

RW Roge
In The News

A Single Woman’s Guide to Retirement Planning

Chairman and CEO Ronald W. Rogé was featured in The Fiscal Times on July 22, 2016 in an article titled, “A Single Woman’s Guide to Retirement Planning” by Beth Braverman. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc., please...
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Student Loans

How Student Loan Repayment Fits Into a Financial Plan

Years ago most students could work a part-time job while attending college and graduate debt-free. Today, student loans are essentially a guarantee, and depending on things like financial aid, 529 plans and scholarships, a college education could end up costing hundreds of thousands of dollars. Don’t get discouraged though. With a little planning and understanding,...
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DIY

Financial Planning: Should You Do It Yourself?

By Kelley Caponigro Assistant to the Chairman & CEO “If you think it’s expensive to hire a professional, wait until you hire an amateur.” Red Adair, American Oil Well Firefighter (1915-2004) Google the words “Do It Yourself” and your screen will flood with articles and videos about building outdoor furniture, fixing leaky faucets, and crafting...
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RW Roge & Company

First Quarter 2016 Review

First Quarter 2016 Review The market got off to a rocky start this year with equities down over 10% at one point, only to end the quarter up just over 1%. Concern over the pace of the Federal Reserve interest rate increases, declining oil prices, The United Kingdom’s potential exit from the European Union, and...
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Dentist

4 Things Advisors and Dentists Have In Common

By Kelley Caponigro Assistant to the Chairman & CEO When you hear “Financial Advisor,” you certainly don’t simultaneously think, “Dentist.” Nor do you hear “Dentist” and think “Financial Advisor.” However, the two professions have similar qualities and conundrums. Outlined below are just four similarities that dentists and financial advisors have in common. 1. To Be...
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In The News

Goldfarb Exits as Sequoia’s Valeant Debacle Caps 45-Year Career

Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on March 23, 2016 in an article titled, “Goldfarb Exits as Sequoia’s Valeant Debacle Caps 45-Year Career” by Charles Stein. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé...
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IRS_Caution

Warning: IRS Scam Alert

The April 15 deadline for filing your taxes is quickly approaching, and while we hope that you are being mindful of financial scams throughout the entire year, we want to remind you to be especially careful during the stressful time that encompasses tax season. Many people are reporting that they have been contacted by someone...
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fee only retirement planning

How to Find the Right Financial Advisor for Your Retirement Years

Managing Director, Rosanne Rogé was recently interviewed by The Dollar Stretcher in an article titled, “How to Find the Right Financial Advisor for Your Retirement Years.” The article discusses financial topics, such as, where to search for an advisor qualified to help a retiree with their money issues, what credentials to look for in an...
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In The News

Protect Your Future Self From Financial Abuse

Managing Director Rosanne Rogé was recently featured in an article titled, “Protect Your Future Self From Financial Abuse.” The article appeared in The Wall Street Journal on Dec. 17, and was written by Anna Prior. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc., please contact us...
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