When people receive an unexpected financial windfall, one of the first questions they ask is, “What’s the smartest thing to do with it?” In a recent MoneyLion article, “I Asked 4 Financial Advisors What They’d Do With a $50K Windfall,” journalist Gabrielle Olya explores that question by asking several financial advisors how they would personally...Read More
Some of the earliest financial lessons we learn come from our parents. Advice like “pay off your mortgage as quickly as possible,” “avoid debt,” and “buy income-producing investments” has shaped generations of investors. While many of these principles were sound when they were first passed down, today’s financial landscape is very different than the one...Read More
A Letter of Gratitude as We Celebrate 40 Years Forty years ago today, on July 28, 1986, my father, Ronald W. Rogé, founded R.W. Rogé & Company with a simple belief: financial advice should begin with the client’s best interests. Over the past four decades, the financial planning profession has changed tremendously. Markets have risen...Read More
Your comprehensive financial plan is finished. Congratulations! You’ve spent weeks gathering tax returns, investment statements, retirement account balances, insurance information, and estate planning documents. You’ve had thoughtful conversations about your goals, discussed retirement, reviewed cash flow, evaluated taxes and investments, considered estate planning, insurance, and legacy goals. The day has finally arrived. Your financial advisor hands...Read More
Many of the financial habits people believe will help them build wealth can actually limit long-term financial success when applied without context. In a recent article featured in MoneyLion, AOL.com, and MSN.com, titled “I’m a Financial Planner: 4 ‘Wealth-Building’ Habits That Don’t Always Deliver,” journalist Martin Dasko explores several common strategies that financial professionals frequently...Read More
Cryptocurrency has come a long way from being viewed as an investment that moved independently of the rest of the financial markets. Today, many of the same economic forces that influence stocks and bonds, including interest rates, inflation, the strength of the U.S. dollar, and investor confidence, can also have a meaningful impact on digital...Read More
Our Chief Investment Officer and CEO, Steven M. Rogé, joined creator of the Financial Planner Search podcast, Gregory Wilnau, to discuss the philosophy that has guided R.W. Rogé & Company for nearly 40 years and how comprehensive financial planning helps clients navigate every stage of life. During the conversation, Steven shared the story behind our firm’s founding...Read More
We are excited to share that our Chief Investment Officer and CEO, Steven M. Rogé, has been ranked #11 on AdvisorHub’s 2026 “50 Next Gen Advisors to Watch” list. The recognition is part of AdvisorHub’s annual “Advisors to Watch” rankings, which recognizes 1,000 advisors and advisory teams across several categories nationwide. According to AdvisorHub’s published methodology,...Read More
Choosing a financial advisor is one of the most important financial decisions you’ll make, but deciding whether to leave one can be just as difficult. In his recent U.S. News & World Report article, “Is It Time to Dump Your Financial Advisor?” journalist Geoff Williams explores several warning signs that may indicate it’s time to...Read More
