Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Sept. 23, 2015 in an article titled, “A Year After Gross Exit, TCW Leads Winners as Pimco Sheds Assets,” by Charles Stein. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor...Read More
We are pleased to announce that Managing Director, Rosanne Rogé, CFP®, RFG, CSA, will be speaking on a panel titled, “Real World Planning Challenges (and Solutions) for Client Longevity,” on Tuesday, September 29, 2015, at the Insiders Forum in Chandler, AZ. She will present new planning challenges related to longevity, as well as advances in...Read More
The third quarter was plagued by dropping commodities prices and major concerns over China’s slowing economy and its potential impact on the global economy. The Chinese equity markets entered into a bear market and subsequently the Chinese government attempted to intervene in the downturn, which only led to more concern. We saw double digit declines...Read More
Director of Research and Portfolio Manager, Steven Rogé, will be hosting a Continuing Education Class for local CPA’s on Thursday, August 20, 2015. The class titled, “What You Need to Know About The Department of Labor’s Fiduciary Proposal,” will discuss setting standards for fiduciary obligation in retirement accounts. All participants of the hour-long class will...Read More
Managing Director, Rosanne Rogé was featured in the July issue of the Society of Certified Senior Advisors (CSA) Senior Spirit Newsletter. The feature discusses Rosanne’s personal caregiving experience, as well as her path to assisting the aging community, and how she became interested in the highly specialized field of financial gerontology. To read the full...Read More
Managing Director of R.W. Rogé & Company, Inc., Rosanne Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School. Rosanne will be speaking with radio personality and industry expert, Kent Smetters, about the highly specialized field of Financial Gerontology, discussing topics such as financial...Read More
By Kelley Caponigro Assistant to the Chairman & CEO Now that school is out, we want to thank all of the teachers for their dedication and impact that they have on society. We thought you might appreciate the following story written in memory of an outstanding educator and dear friend. Perhaps it will strike a...Read More
Our portfolios returns were relatively flat for the quarter. We continued again this quarter – as we did last quarter – to track the performance of the S&P 500 Index, which is extremely unusual for a globally balanced, highly diversified portfolio strategy. Our equity selections did the heavy lifting since bonds produced negative returns for...Read More
Chairman and CEO Ron Rogé was quoted in the May 2015 issue of Money Magazine in an article titled, “101 Ways to Build Wealth.” The article is a collaboration by Daniel Bortz, Kara Brandeisky, Paul J. Lim and Taylor Tepper, and acts as a guide to financial independence. Some of the topics discussed include the...Read More
