Endowments and foundations are built to last longer than any one market cycle, board chair, or headline. That longevity does not happen by accident. It happens because a small group of people take their stewardship role seriously, ask plain-spoken questions, and make decisions that serve both today’s mission and tomorrow’s beneficiaries. Whether you serve on...Read More

In the article “5 Ways Financial Experts Would Use a $1 Million Windfall Right Now,” journalist Gabrielle Olya explores how top financial professionals would strategically allocate a sudden $1 million influx. The piece, featured in both YahooFinance and GoBankingRates, highlights smart, tax-efficient, and diversified approaches to making the most of unexpected wealth. Chief Investment Officer...Read More

Crypto markets move fast, but understanding why they move is just as important as watching the numbers. In a recent Investopedia article, “Crypto Cheat Sheet: Decoding Market Cap, Volume, and Trends,” by Meagan Drew, our Chief Investment Officer and CEO, Steven Rogé, joined other experts to explain how key metrics like market cap, trading volume,...Read More

We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an Investopedia article by journalist Beverly Bird titled, “Here’s What Saving $5 Every Day for 10 Years Could Do for Your Savings.” The article illustrates how setting aside just $5 a day can grow into nearly $21,000 over...Read More

With markets near record highs, many executives are facing a complex decision: when (and whether) to exercise their stock options. In his article, “Stock Prices Are High. Is It a Good Time to Exercise Employee Stock Options?”, originally published in Barron’s and featured on MSN, journalist Tom Taulli explores the financial and tax implications of...Read More

We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in the Newsweek article, “The Real Reason Gen Zers Are Turning Their Backs on Pensions,” by journalist Melissa Fleur Afshar. In the piece, experts explore why today’s young professionals are rethinking traditional retirement paths, highlighting how shifting job...Read More

We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in Investopedia in an article by financial journalist Beverly Bird titled, “They Know It’s Risky. They’re Doing It Anyway: Inside Gen Z’s Crypto Habit.” The piece explores why nearly half of Gen Z investors are trading cryptocurrency, despite...Read More

At R.W. Rogé & Company, we believe that staying ahead of emerging trends is essential to guiding our family of clients as they work toward a more secure financial future. In keeping with that commitment, we’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, has earned the Certificate in Blockchain and...Read More

Medical school debt is no small hurdle, and for many physicians, it can feel like it looms over every career decision. In Medscape’s recent article, “Debt Burden for Med Students, But There Are Options,” by journalist Erin Cates, the focus turned to how new doctors can navigate the federal and state programs that can ease this...Read More