Click here to watch Episode 5, “Is Your Portfolio Really Diversified? 6 Real Investor Questions Answered,” on YouTube. Investment decisions rarely come with a simple yes or no answer. From holding company stock to considering Bitcoin, the right approach depends on your circumstances and what you want your money to accomplish. In episode 6 of...Read More
Business decisions often reach beyond the business itself. They can shape a family’s finances, retirement goals, and the legacy an owner hopes to leave. That connection was the focus of “Reverse Engineer Your Business: Essential Planning for Business Owners,” presented by the Charlotte County Veterans Council on October 5 at Charlie Foxtrot Brewing in Port...Read More
In the Yahoo Finance article “Trump Account employer contributions explained: A benefit for working parents,” by Trea S. Branch, readers learn how employer contributions could help families build savings for their children. The article explains contribution limits, tax considerations, and what parents should ask their HR departments as this new workplace benefit develops. Steven Rogé,...Read More
Click here to watch Episode 5, “Is TikTok Money Advice Actually Good? Two Fiduciaries React,” on YouTube. There’s no shortage of financial advice online. But how much of it actually holds up when you look beyond the soundbite? Steven Rogé, CFP®, and Christopher M. Kehoe, CFA®, are back with another “Watch & React,” in the...Read More
The recent Forbes article, “1 In 4 Private-Sector Workers Don’t Have Access To Retirement Benefits—Here’s How To Save Without Them,” by journalist Lindsey Crossmier explores the retirement savings options available to people without an employer-sponsored plan. The article highlights how individual retirement accounts (IRAs) can help workers continue building savings when workplace benefits aren’t available....Read More
A retirement savings balance tells you where you are today. What you do next can help shape where you go from here. In “2026 Reality Check: The Median Millennial Retirement Balance Is Just $47K — Here’s What It Takes To Hit $1M by 65,” featured in AOL, journalist Nicole Spector explores how millennials can build...Read More
We’re proud to share that Steven Rogé, Chief Investment Officer and CEO of R.W. Rogé & Company, has joined the board of directors of The Open Door. The Open Door’s mission is close to Steven’s heart. After years of volunteering with the Cape Ann nonprofit and receiving its Helen Muise Community Service Award in 2019 for...Read More
Click here to watch Episode 4, “Is AI a Bubble? What the Capex Data Actually Says,” on YouTube. AI is already changing the way we work. But behind every prompt, chatbot, and productivity boost is an enormous infrastructure buildout, and an equally enormous amount of money being spent to support it. So, is the AI...Read More
The MoneyLion article “If America’s Total Auto Loan Debt Was Split Equally, How Much Would You Owe?” by journalist G. Brian Davis examines the continued rise of auto loan debt in the United States and the growing cost of purchasing a vehicle. The piece explains how higher prices, larger loans, and longer repayment terms can...Read More
