In the U.S. News & World Report article “What’s the Easiest Way to Repay $200,000 in Medical School Loans?” by journalist Maurie Backman, readers get a clear, practical look at how new doctors can manage, and eventually conquer, the heavy debt burden that often comes with medical school. The piece explores budgeting, repayment plans, refinancing...Read More
In a recent Women’s World article, “Half of Women over 50 Lose Sleep over Health Care Worries—Here’s How to Take Control,” journalist Carissa Mosness explores why medical costs, prescription expenses, and confusing health information leave so many women feeling anxious, and what practical steps they can take to regain confidence. The piece breaks down simple,...Read More
Crypto markets move fast, but understanding why they move is just as important as watching the numbers. In a recent Investopedia article, “Crypto Cheat Sheet: Decoding Market Cap, Volume, and Trends,” by Meagan Drew, our Chief Investment Officer and CEO, Steven Rogé, joined other experts to explain how key metrics like market cap, trading volume,...Read More
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an Investopedia article by journalist Beverly Bird titled, “Here’s What Saving $5 Every Day for 10 Years Could Do for Your Savings.” The article illustrates how setting aside just $5 a day can grow into nearly $21,000 over...Read More
With markets near record highs, many executives are facing a complex decision: when (and whether) to exercise their stock options. In his article, “Stock Prices Are High. Is It a Good Time to Exercise Employee Stock Options?”, originally published in Barron’s and featured on MSN, journalist Tom Taulli explores the financial and tax implications of...Read More
We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in the Newsweek article, “The Real Reason Gen Zers Are Turning Their Backs on Pensions,” by journalist Melissa Fleur Afshar. In the piece, experts explore why today’s young professionals are rethinking traditional retirement paths, highlighting how shifting job...Read More
We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in Investopedia in an article by financial journalist Beverly Bird titled, “They Know It’s Risky. They’re Doing It Anyway: Inside Gen Z’s Crypto Habit.” The piece explores why nearly half of Gen Z investors are trading cryptocurrency, despite...Read More
Medical school debt is no small hurdle, and for many physicians, it can feel like it looms over every career decision. In Medscape’s recent article, “Debt Burden for Med Students, But There Are Options,” by journalist Erin Cates, the focus turned to how new doctors can navigate the federal and state programs that can ease this...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
