Financial Planning | R. W. Rogé & Company

Financial Planning

R.W. Rogé & Company, Inc. Celebrates 35 Years in Business

R.W. Rogé & Company, Inc. was founded by Ronald W. Rogé in July 1986. Today, as we celebrate 35 successful years in business, we want to take a moment to thank all of our loyal clients, nearly 70 of whom have been with us for over 20 years! To celebrate, we put together a fun...
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The Longevity Challenge: How Not to Outlive Your Retirement Funds

R.W. Rogé & Company, Inc. Chairman and CEO, Ronald W. Rogé, was recently a guest speaker on “45 Forward with Ron Roel,” a show on the Voice America Talk Radio Network. The show aims to provide listeners age 45 and over with strategies to shift the traditional waiting-for-retirement model to a journey of compelling life...
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Creating a Legacy: Investing for Multiple Generations

By Steven M. Rogé, MBA, CFP®, AIF® Leaving a legacy means different things to different people. But to leave a legacy one must have something to give. After almost two decades of rising asset prices (stocks and housing among other assets) an increasing number of individuals and families are in the unique position to not...
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R.W. Rogé & Company, Inc. Featured in Medical Economics

We are pleased to announce that R.W. Rogé & Company, Inc. was featured in the Medical Economics 2021 Financial Advisor Guide for Physicians. To view the full guide, click here. R.W. Rogé & Company, Inc. helps clients Plan, Achieve, and Live the life they want. To learn more about how we do this, click here. To...
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Mutual Funds vs. ETFs | Active vs. Passive, Lessons Learned

By Ronald W. Rogé, MS, CFP® We pride ourselves on being a completely transparent company – from our fee structure to our fiduciary oath. Although our overall Plan, Achieve, Live® strategy is evidence-based and time-tested, we are constantly learning and growing as financial professionals, always working with the goal of providing the most efficient and...
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Congratulations Steven M. Rogé, MBA, CFP®, AIF®

  We are thrilled to announce that after years of attending classes, studying, hard work, and dedication, our Managing Director and Chief Investment Officer, Steven M. Rogé, has obtained the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. CERTIFIED FINANCIAL PLANNER™ (CFP®) is a formal certification granted in recognition of expertise in the areas of financial, estate,...
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Seniors: 7 Ways to Protect Yourself from Scams

By: Kelley Muhsemann Communications and Marketing Manager Although technology has helped many seniors to stay in touch and feel connected with loved ones during isolation, it has also opened the door for new and improved scams targeted at the aging population. In fact, a recent Federal Trade Commission survey found that older consumers reported higher...
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Is It Value’s Time to Shine … Again?

By Steven Rogé, MBA, CMFC®, AIF® Managing Director and CIO Throughout U.S. stock market history, value investing has held an advantage over growth investing during various market cycles. In general, growth stocks consist of companies with future potential, while value stocks consist of companies that are undervalued. Historically, the technology sector has largely represented growth,...
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Year-End Financial Checklist

As we approach the end of 2020, now is a great time to revisit your financial planning goals and needs. We have created a checklist that can help you focus on your investment portfolio, assess year-end tax planning opportunities, review your long-term goals, and manage your wealth transfer and legacy plans. Download our Year-End Financial...
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