Ron Rogé, Chairman & CEO of R.W. Rogé & Company, Inc., was named one of the Best Financial Advisers for Dentists in the June 2015 issue of Dental Products Report. Congratulations Ron! To view the June issue, click here. To view Ron’s listing, click here.Read More
Chairman and CEO of R.W. Rogé & Company, Inc., Ron Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School. Ron will be speaking with radio personality and industry expert, Kent Smetters, about what it’s like to work with business owners and entrepreneurs, and...Read More
Managing Director Rosanne Rogé was quoted in The Wall Street Journal on May 3, 2015, in an article titled, “Male Investors vs. Female Investors.” The article, written by Georgette Jasen, discusses what men and women can learn from each other’s best investment habits. To view the full article, click here. If you would like to...Read More
By Kelley Caponigro Assistant to the Chairman & CEO It can be easy to overlook your financial future when you’re busy living your life. However, it is important to consider how you want your life to look down the road, and how to turn that vision into a reality by planning strategically. Here are some...Read More
The investment markets in the first quarter of 2015 were up across most asset classes with the exception of money market funds which were flat. Despite a strengthening U.S. Dollar, international stocks had the best performance in the first quarter. Investors are anticipating the improved competitive position of foreign companies versus their U.S. counterparts. In...Read More
Getting ready for retirement is an exciting milestone. Whether your retirement vision includes traveling the world, launching a passion project, or simply enjoying more time for your favorite hobbies, turning that dream into reality takes more than just imagination, it requires thoughtful planning and informed decision-making. Gone are the days when decades of service guaranteed...Read More
By Kelley Caponigro Assistant to the Chairman & CEO Words like retirement, investing and insurance are usually associated with financial advice. But what about topics like birth, relocation or starting a business? It’s astounding how many common life events are overlooked that could greatly benefit from professional financial advice. We’ve come up with a list...Read More
Kelley Caponigro Assistant to the Chairman & CEO “The problem with quotes on the Internet is that it is difficult to verify their authenticity.” Abraham Lincoln (1809-1865) The Internet as we know it today has become a life-altering resource. Information is at our fingertips and with each passing generation it becomes more and more...Read More
Jeffrey Roberto, MBA, CMFC, CFP® Director of Client Services Five years ago, my oldest child, Jeff, started high school. My wife and I were so proud of our ninth-grader — and then we started to panic. Not about the looming college application process, although that was stressful too. We had suddenly realized that we hadn’t...Read More
