Financial Planning

They Know It’s Risky. They’re Doing It Anyway: Inside Gen Z’s Crypto Habit

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...
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Will the Stock Market Crash in 2025? 5 Risk Factors

We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in U.S. News & World Report in an article by financial journalist Brian O’Connell titled, “Will the Stock Market Crash in 2025? 5 Risk Factors.” In the piece, Steven provides his perspective on the state of today’s markets, including...
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The rich already know how private equity mints money — and it’s not from a 401(k)

We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a MarketWatch article by journalist Morey Stettner titled, “The rich already know how private equity mints money — and it’s not from a 401(k).” The article explores the White House’s recent executive order allowing retirement savers to access...
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Steven Rogé Earns Certificate in Blockchain and Digital Assets℠

At R.W. Rogé & Company, we believe that staying ahead of emerging trends is essential to guiding our family of clients as they work toward a more secure financial future. In keeping with that commitment, we’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, has earned the Certificate in Blockchain and...
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10 Best Investments to Watch in 2025

We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a U.S. News & World Report article by journalist Kate Stalter, titled “10 Best Investments to Watch in 2025.” The article takes a timely look at where investors are turning in today’s complex market environment, with the S&P...
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Celebrating 39 Years In Business

  Today, July 28, 2025, we’re honored to celebrate a milestone that means the world to us — 39 years in business. What began at Ronald Rogé’s kitchen table in 1986 has grown into a team of dedicated professionals who remain guided by the same core promise: always put people first. Over the years, the...
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What is “Micro-Retirement?”

We’re proud to share that our Senior Wealth Advisor, Christine Parisi, was featured in a recent article on Scary Mommy surrounding “Micro-Retirement” as the latest work-related trend, written by Beth Ann Mayer. In the article, Christine offers valuable insights on the emerging trend of “micro-retirements” which are intentional breaks from the workforce to rest, reset,...
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The Debt Is a Burden for Med Students, But There Are Options

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...
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8 Ways To Find Money for Investing in Your Budget

In a recent article titled “8 Ways To Find Money for Investing in Your Budget,” journalist Gabriel Vito explores practical strategies to help individuals identify funds within their budgets for investment purposes. Steven Rogé, Chief Investment Officer and CEO of R.W. Rogé & Company, Inc., contributes his expertise to the piece. Rogé advises that significant...
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