investment strategies | R. W. Rogé & Company

investment strategies

Historical Review: How Do Presidential Elections Affect the Stock Market?

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...
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Are You Concerned About the Stock Market and 2020 Election?

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...
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Adjust Your Sails: 4 Tips for Navigating Market Volatility

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...
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Office Happenings – Spring Edition

Welcome to the spring edition of “Office Happenings.” We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use, to provide our clients with outstanding services. We will also keep you up-to-date and share with you the things we discover that we believe are useful, educational, funny, and...
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Coronavirus and Economic Update: Flu Comparison for United States

A friend and financial advisor journalist, Bob Veres, sent out a letter to his subscribers of “Inside Information” this week, wondering why previous flu epidemics in the U.S. did not require the draconian measures we are taking today to deal with the COVID-19 virus situation. Here are the recent flu epidemics Bob wrote about: “Truth...
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Coronavirus: Its Effect on the Economy, Markets and Your Portfolio

The Coronavirus and the mitigation measures being taken by governments, businesses and individuals are causing concern and fear worldwide. The virus itself needs mitigation measures because it may be more contagious than the flu.  Everyone is being asked to sacrifice by staying home, exercising recommended hygiene measures and adhering to all social distancing recommendations.  If...
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Coronavirus (COVID-19) and Portfolio Strategy Update

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management As you are undoubtably aware, the Coronavirus (COVID-19) is all over the news affecting people’s emotions, stock market volatility, and in some cases their lives.  If you are wondering how this is affecting your portfolio, keep in mind that R.W. Rogé & Company,...
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Red, White and Blue Investing

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management We occasionally get questions regarding our domestic equity investment focus. As our clients know, we’ve had this domestic bias for several years now. We made this decision after months of research and collaboration with industry experts to validate or dismiss our thesis that...
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Office Happenings – Spring Edition

Office Happenings – Spring Edition  By Ronald W. Rogé, MS, CFP® Welcome to the Spring edition of “Office Happenings”. We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use to provide our clients with outstanding services. We also will keep you up-to-date and share with you the...
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