By Steven M. Rogé, MBA, CFP®, AIF® Managing Director and Chief Investment Officer Although we are big proponents of giving back to the community year-round, the Holiday season tends to make people even more generous than usual. Perhaps because we are headed into a New Year and are feeling grateful, or perhaps because we are...Read More
By Rosanne Rogé, CFP®, CSATM, RFGSM and Christine Parisi, CFP® The SECURE Act (Setting Every Community Up for Retirement Enhancement) that went into effect on January 1, 2020, changed the age at which your Required Minimum Distributions (RMDs) are required to begin from age 70 ½ to age 72. Individuals owning assets in an IRA account...Read More
By Ronald W. Rogé, MS, CFP® We pride ourselves on being a completely transparent company – from our fee structure to our fiduciary oath. Although our overall Plan, Achieve, Live® strategy is evidence-based and time-tested, we are constantly learning and growing as financial professionals, always working with the goal of providing the most efficient and...Read More
By Steven Rogé, MBA, CMFC®, AIF® Managing Director and CIO Throughout U.S. stock market history, value investing has held an advantage over growth investing during various market cycles. In general, growth stocks consist of companies with future potential, while value stocks consist of companies that are undervalued. Historically, the technology sector has largely represented growth,...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
