investment strategies

Preparing Your Portfolio for the TCJA Sunset

2025 Tax Changes: What High-Net-Worth Investors Need to Know

By Kelley Muhsemann Marketing Manager The Tax Cuts and Jobs Act (TCJA) of 2017 marked one of the most significant overhauls of the U.S. tax code in decades. Among its many provisions were changes that directly affected high-net-worth investors. While predicting the future is impossible, the sunset of the TCJA is a unique instance of...
Read More

Steven Rogé Completes Advanced Training with America’s IRA Experts at Ed Slott and Company, LLC

We are pleased to announce that our Chief Investment Officer and CEO, Steven M. Rogé, successfully completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC. Held on May 9-10, 2024, this exclusive workshop brought together members of Ed Slott’s Elite IRA Advisor GroupSM to delve into the latest strategies for...
Read More
Group of Generation Z

Enhancing Financial Literacy Across Generations: Generation Z

By Kelley Muhsemann Marketing Manager Wrapping up Financial Literacy Month, the fourth and final article in our financial literacy series takes a deep dive into the budding Generation Z. More commonly referred to as “Gen Z,” this cohort was born between 1997 and 2012, and make up about 14% of the U.S. population. According to...
Read More
group of millennials

Enhancing Financial Literacy Across Generations: Millennials

By Kelley Muhsemann Marketing Manager The third article in our financial literacy series focuses on Generation Y – more commonly known as “Millennials.” Born between 1981 and 1996, Millennials came of age during the Great Recession, and face a unique set of financial challenges compared to previous generations. In fact, according to Investopedia, Millennials “have entered...
Read More

Enhancing Financial Literacy Across Generations: Generation X

The second article in our Financial Literacy Month series is dedicated to Generation X. Born between 1965 and 1980, “Gen X” is balancing career advancement with heightened financial anxiety. This “sandwich generation” is in their key wealth-building years while also juggling working and caregiving. A recent study by Bankrate found that this cohort is significantly...
Read More

Enhancing Financial Literacy Across Generations: Baby Boomers

By Kelley Muhsemann Marketing Manager At R.W. Rogé & Company, Inc., we believe that empowering individuals with financial knowledge is crucial for building a secure future. To celebrate Financial Literacy Month, we’ve put together a series of articles that will delve into the unique financial challenges and priorities faced by different generations, providing tailored advice...
Read More

Exciting Announcement!

We are thrilled to share that our Chief Investment Officer and CEO, Steven Rogé, has officially become a member of the prestigious Ed Slott Master Elite IRA Advisor Group! Being a part of Ed Slott’s Master Elite IRA Advisor Group means joining the ranks of the nation’s foremost experts in IRAs, tax planning, and retirement...
Read More
Inheritance vs. Estate Taxes

Understanding the Difference Between Inheritance and Estate Taxes

By Steven Rogé, MBA, CFP®, AIF® Chief Investment Officer and CEO In taxation, inheritance and estate taxes are often used interchangeably, leading to confusion among individuals navigating the complex landscape of wealth transfer. However, these two forms of taxation serve distinct purposes and are governed by different rules and regulations. Let’s delve into the key...
Read More
Greed Fear Stock Market

Surviving Stock Market Hysteria: Strategies Revealed

By Kelley Muhsemann Marketing Manager  In the last 100 years, over $25 trillion has been lost to greed and fear. These primal emotions, deeply ingrained in human nature, wield an unparalleled influence on our decisions, particularly when it comes to investing. Let’s journey through pivotal moments in history where mass hysteria gripped the markets, revealing...
Read More
1 2 3 14

Like Us on Facebook