Our CEO and Chief Investment Officer, Steven Rogé, was recently featured in Financial Planning’s article, “10 Best and Worst Crypto ETFs of the Past Year,” written by award-winning journalist Rob Burgess. In the article, Steven explains why cryptocurrency ETFs may be a smarter and more secure alternative to holding crypto directly. He points out that...Read More
Our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a Yahoo Finance and AOL article titled, “Tony Robbins Reveals Huge Warning About 401(k) Plans and Offers an Alternative.” In the piece written by Jake Arky, Steven offers his insights regarding target-date funds (TDFs), and shares pros and cons of alternative strategies like Pure...Read More
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in U.S. News & World Report’s article, “5 Best S&P 500 Index Funds to Buy Now.” In the piece written by Kate Stalter, Steven offers his insights into the advantages of investing in S&P 500 index funds, emphasizing their...Read More
We’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article published on Yahoo Finance, Reuters, and IndexBox, titled, “Investors flock to safety of US short-term government bond funds.” Written by Patturaja Murugaboopathy, the article highlights a significant shift in investor behavior, with substantial inflows into U.S....Read More
The U.S. has recently proposed a new wave of tariffs on key trading partners, including China, Canada, Mexico, and potentially the European Union. With rates ranging from 10% to 25% on a broad array of goods—from industrial components to consumer electronics and raw materials—these tariffs have understandably raised near-term concerns and uncertainty. While headlines emphasize...Read More
The financial world is constantly changing, and with it comes a whole new set of buzzwords to describe trends, technologies, and challenges in the industry. While some of these terms may sound complicated — or even a bit gimmicky — they often highlight important shifts in how money is managed, how the economy is viewed,...Read More
We are thrilled to announce that our Chief Investment Officer and CEO, Steven Rogé, has been invited as a distinguished guest speaker at the National Association of Personal Financial Advisors (NAPFA) Fall 2024 National Conference! The event will be held from October 30 – November 2, 2024, at the Omni Nashville Hotel in the vibrant...Read More
“Presidents come and go, but the markets continue to move higher over time.” – Ronald W. Rogé | Founder of R.W. Rogé & Company, Inc. Presidential elections in the United States have always been pivotal events, but this time feels particularly different. The age-old question persists – how do elections affect the stock market? The...Read More
We’re excited to announce that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article titled, “‘T-Bill and Chill’ Is a Hard Habit for Investors to Break,” which was shared by various news outlets, including Advisor Perspectives, Yahoo Finance, Bloomberg, Barchart, Nasdaq, and WealthManagement.com. The article delves into the phenomenon where...Read More
