Unless you have been living off-the-grid, you know by now that Valdemar Putin has ordered the invasion of Ukraine. It’s never pleasant reaching out to you during such a tragic event that will leave a permanent human toll, especially when our focus will naturally be on the effects this event may have on our portfolios....Read More
R.W. Rogé & Company, Inc. Managing Director, Rosanne Rogé, CSATM, RFGSM, CFP®, was recently featured in an article titled “Waiting to talk finance with an aging parent in cognitive decline is a mistake, experts say.” The article was featured on CNBC and discusses the importance of addressing parents aging needs early on. To view the...Read More
We are excited to announce that R.W. Rogé & Company, Inc. has launched the “R W Rogé Mobile,” interactive app, available for both Apple and Android devices. The app allows Rogé clients to securely review and monitor their account, view quarterly reports, statements, and transactions, and submit and review documents, right in the palm of...Read More
We are thrilled to announce that after years of attending classes, studying, hard work, and dedication, our Wealth Advisor, Philip Brucato, 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, and retirement planning, investing and portfolio...Read More
By Steven M. Rogé, MBA, CFP®, AIF® Managing Director and Chief Investment Officer Although we are big proponents of giving back to the community year-round, the Holiday season tends to make people even more generous than usual. Perhaps because we are headed into a New Year and are feeling grateful, or perhaps because we are...Read More
By Rosanne Rogé, CFP®, CSATM, RFGSM and Christine Parisi, CFP® The SECURE Act (Setting Every Community Up for Retirement Enhancement) that went into effect on January 1, 2020, changed the age at which your Required Minimum Distributions (RMDs) are required to begin from age 70 ½ to age 72. Individuals owning assets in an IRA account...Read More
By Steven M. Rogé, MBA, CFP®, AIF® Managing Director & Chief Investment Officer Giving the gift of education is a wonderful endeavor, and a frequent financial planning goal of our clients. For those not familiar, a 529 plan is a state administered, tax-advantaged educational savings account in which you would ideally contribute after-tax money to...Read More
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...Read More
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...Read More
