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...Read More

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,...Read More

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...Read More

Unless you have been “off the grid,” you are probably aware that we have a Presidential election coming in November. Like with most elections, political rhetoric is all over the news and media outlets. As financial advisors we are focused on how politician’s economic and tax platforms may affect our clients’ portfolios. We have received...Read More

While only a handful of our clients have voiced their concern about the upcoming elections impact on the markets and the economy, we know the topic is likely to be on everyone’s mind. Therefore, I wanted to share my thoughts on this complicated subject with you. In the past, my response about presidential elections and...Read More

By Kelley Muhsemann Communications and Marketing Manager Have you been spending wisely? Although typically when discussing “spending” with our clients, we are referring to money, it can be just as important and valuable to think about how you spend your time. With so many working from home, going out less, and enjoying more “down time”...Read More

We are pleased to announce that R. W. Rogé & Company, Inc. has been named one of the Investor.com 2020 Top Advisory Firms in both New York and Massachusetts. We are one of only 114 firms in the entire state of New York, and one of only 100 firms in the state of Massachusetts to...Read More

By Kelley Muhsemann Communications and Marketing Manager During the best of times, being “let go” or “laid off” can wreak havoc on your finances. But during a period when so much in life is uncertain, a job loss can feel catastrophic. In addition to financial concerns, you might feel a lack of purpose, or develop...Read More

By Kelley Muhsemann Communications and Marketing Manager “I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” – Jimmy Dean Although the Covid-19 pandemic has caused many new policies like wearing masks, working remotely, and social distancing, the market volatility it has caused is not a...Read More