The domestic stock market performance in the fourth quarter of 2014 was solid. Foreign securities suffered as the strong U.S. Dollar and weak economies abroad weighed on investor’s returns. Smaller-company stocks played catch up with a strong performance in the fourth quarter, bringing returns back into positive territory for the year. Overall, 2014 was another...Read More

On Oct. 3, 2014, Director of Wealth Management Chris Wills was featured in an article about social security benefits in Long Island Business News. The article, “Getting Your Due,” was written by Bernadette Starzee. To view the full article, click here. To speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc., please...Read More

By Ronald W. Rogé, MS, CFP® Chairman & CEO “If you think it’s expensive to hire a professional, wait until you hire an amateur.” Red Adair (1915-2004)                                                                                                                                                                                                                                                                                                         I spotted the quote above on LinkedIn the other day. It’s attributed to Red Adair, a well known and experienced oil well fire fighter. It reminded me...Read More

“I’m convinced that before the year 2000 is over, the first child will have been born on the moon.” –Wernher von Braum (1912 –1977) German Rocket Scientist Predicting the future is difficult, if not impossible, especially when one selects a specific time in the future for that event to happen. I have observed over the...Read More

In The End, Everything Will Be All Right! Or Will It?   The Best Exotic Marigold Hotel is a movie about a group of newly retired folks who through misfortune or a lack of proper planning and saving for retirement find themselves in a financial shortfall that requires them to look for a more affordable...Read More

What’s Your Identity? Ronald Rogé, MS, CFP® Chairman & CEO To answer this question, you also need to answer some other questions—Who am I?  How do you look at yourself and your relationship to the world?  What is your dominant role in life?  While most people have many such roles, e.g., mother, father, daughter, son,...Read More

January 2014 Client Stories Part 3 This is the third in a series of real client stories. As previously stated, during these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relationship with their advisory firm. You can read more about how...Read More

On July 26, 2013, R.W. Rogé & Company celebrated its 27th anniversary.  During these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relationship with their advisory firm. Confidence comes when clients feel that we truly understand their needs.  Those needs then get articulated...Read More

By Ronald W. Rogé  Chairman & CEO  Last week I was in my dentist’s waiting room and looked down at his table full of magazines and spotted the cover of the May 2013 issue of National Geographic. The cover said: “This baby will live to be 120*”  “It’s not hype, new science could lead to...Read More