Financial Planning | R. W. Rogé & Company

Financial Planning

Office Happenings – Spring Edition

Welcome to the spring edition of “Office Happenings.” We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use, to provide our clients with outstanding services. We will also keep you up-to-date and share with you the things we discover that we believe are useful, educational, funny, and...
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Scams to Avoid During the Pandemic

By Kelley Muhsemann Communications and Marketing Manager According to the Federal Trade Commission (FTC), Americans have lost $13.4 million to coronavirus-related scams since the beginning of 2020. Although it has always been important to stay vigilant and apprised of scam tactics, the pandemic has paved the way for opportunistic scammers to steal money and identities...
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New Resolutions for 2020 and Beyond – Lessons of COVID-19

By Ronald W. Rogé, MS, CFP® Chairman and CEO I have been thinking about what folks can do while they are sheltering in place that might help them come out of this crisis in better financial shape than they were going into it. As a financial advisor for over 34 years, there are two suggestions...
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The CARES Act

The CARES Act: A Brief Overview

On Friday, March 27, 2020, President Trump signed into law a $2 trillion Coronavirus economic stimulus bill known as the “Coronavirus Aid, Relief, and Economic Security (CARES) Act.” The CARES Act is in response to the global health pandemic, COVID-19, and aims to provide financial relief for both large and small businesses, individuals, state governments...
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Coronavirus and Economic Update: Flu Comparison for United States

A friend and financial advisor journalist, Bob Veres, sent out a letter to his subscribers of “Inside Information” this week, wondering why previous flu epidemics in the U.S. did not require the draconian measures we are taking today to deal with the COVID-19 virus situation. Here are the recent flu epidemics Bob wrote about: “Truth...
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Coronavirus (COVID-19) and Portfolio Strategy Update

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management As you are undoubtably aware, the Coronavirus (COVID-19) is all over the news affecting people’s emotions, stock market volatility, and in some cases their lives.  If you are wondering how this is affecting your portfolio, keep in mind that R.W. Rogé & Company,...
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Caregiver Tax Credits and Medical Expense Deductions

BENEFITS FOR CAREGIVERS Managing Director Rosanne Rogé, RFG, CSA, CFP®, was recently featured in an article titled “Caregiver Tax Credits and Medical Expense Deductions.” The article was featured on Greatcall and discusses the benefits Caregivers are eligible for. To view the full article and learn more about how caregivers are entitled to quite a few deductions...
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Ron Rogé Selected as 100 Top Advisors in US by Investopedia

ANNOUNCEMENT R. W. Rogé & Company, Inc., is pleased to announce that our Chairman and CEO, Ron Rogé, has been selected as one of the top advisors, in the United States, on the Investopedia 100 list of the most influential advisors for 2019. Investopedia 100 celebrates financial advisors who are making significant contributions to critical...
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Red, White and Blue Investing

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management We occasionally get questions regarding our domestic equity investment focus. As our clients know, we’ve had this domestic bias for several years now. We made this decision after months of research and collaboration with industry experts to validate or dismiss our thesis that...
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