By: Ronald W. Rogé, MS, CFP® Chairman & CEO If you have not been following the news since the first of the year, the big story for the New Year has not been something outrageous that Donald Trump said, it has been the volatility of the stock market. Since January 1, 2016 the stock market,...Read More
Fourth Quarter and 2015 Review The stock market rallied during the fourth quarter to eliminate most of the losses acquired during the year and propping up returns going into year-end. This allowed the S&P 500 to take out a small gain of about 1% (with dividends) for the year. This anemic return was driven by...Read More
Managing Director Rosanne Rogé was recently featured in an article titled, “Protect Your Future Self From Financial Abuse.” The article appeared in The Wall Street Journal on Dec. 17, and was written by Anna Prior. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc., please contact us...Read More
By: Ronald W. Rogé, MS, CFP® Chairman & CEO The Federal Reserve will most likely raise short term interest rates tomorrow 0.25%. While we don’t think this will have an immediate impact on the economy, the big question is how far they will go and what period of time that will take. To help answer...Read More
Strangely enough, the first question I hear from prospective clients usually is not, “When can I retire?” or “How much should I be putting into my child’s college fund?” Instead, after looking at my business card, they usually say: “What do all those letters after your name mean?” That alphabet soup of acronyms can be...Read More
By: Jeff Roberto, CFP®, CMFC®, MBA As a business owner, did you know that you could put more money away into your retirement plan? Contributing the maximum amount to your 401(k) is the right thing to do, but perhaps it’s not enough to meet your retirement goals. You can contribute even more to your 401(k)...Read More
By Kelley Muhsemann Marketing Manager With Halloween quickly approaching, we thought it would be fun to sit around the virtual campfire, and talk about certain aspects of finance that some folks find particularly spooky. Don’t be too frightened though! We’ve also come up with solutions for these scary situations to help you overcome your financial...Read More
We are pleased to announce that Managing Director, Rosanne Rogé, CFP®, RFG, CSA, will be speaking on a panel titled, “Real World Planning Challenges (and Solutions) for Client Longevity,” on Tuesday, September 29, 2015, at the Insiders Forum in Chandler, AZ. She will present new planning challenges related to longevity, as well as advances in...Read More
The third quarter was plagued by dropping commodities prices and major concerns over China’s slowing economy and its potential impact on the global economy. The Chinese equity markets entered into a bear market and subsequently the Chinese government attempted to intervene in the downturn, which only led to more concern. We saw double digit declines...Read More
