Our portfolios returns were relatively flat for the quarter. We continued again this quarter – as we did last quarter – to track the performance of the S&P 500 Index, which is extremely unusual for a globally balanced, highly diversified portfolio strategy. Our equity selections did the heavy lifting since bonds produced negative returns for...Read More
Chairman and CEO Ron Rogé was quoted in the May 2015 issue of Money Magazine in an article titled, “101 Ways to Build Wealth.” The article is a collaboration by Daniel Bortz, Kara Brandeisky, Paul J. Lim and Taylor Tepper, and acts as a guide to financial independence. Some of the topics discussed include the...Read More
Ron Rogé, Chairman & CEO of R.W. Rogé & Company, Inc., was named one of the Best Financial Advisers for Dentists in the June 2015 issue of Dental Products Report. Congratulations Ron! To view the June issue, click here. To view Ron’s listing, click here.Read More
Chairman and CEO of R.W. Rogé & Company, Inc., Ron Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School. Ron will be speaking with radio personality and industry expert, Kent Smetters, about what it’s like to work with business owners and entrepreneurs, and...Read More
By Rosanne Rogé, CFP®, CSA®, RFGsm In 1970, the average life expectancy in the United States was 70. In 2012 it reached a record high of 78.8. Women, specifically, average 81.2 and men average 76.4. Regardless of gender or current age, we’re living longer more active lives than ever before, and the aging population...Read More
Managing Director Rosanne Rogé was quoted in The Wall Street Journal on May 3, 2015, in an article titled, “Male Investors vs. Female Investors.” The article, written by Georgette Jasen, discusses what men and women can learn from each other’s best investment habits. To view the full article, click here. If you would like to...Read More
By Kelley Caponigro Assistant to the Chairman & CEO It can be easy to overlook your financial future when you’re busy living your life. However, it is important to consider how you want your life to look down the road, and how to turn that vision into a reality by planning strategically. Here are some...Read More
The investment markets in the first quarter of 2015 were up across most asset classes with the exception of money market funds which were flat. Despite a strengthening U.S. Dollar, international stocks had the best performance in the first quarter. Investors are anticipating the improved competitive position of foreign companies versus their U.S. counterparts. In...Read More
Whether you want to travel the world, start a new business, or catch up on your favorite hobbies, you’ll need the right information to Plan, Achieve and Live® the life you want. Gone are the days when a company would reward a retiree’s long years of service with a gold watch and monthly pension....Read More
