R.W. Rogé & Company, Inc. Managing Director, Rosanne Rogé, CSATM, RFGSM, CFP®, was recently featured in an article titled “Waiting to talk finance with an aging parent in cognitive decline is a mistake, experts say.” The article was featured on CNBC and discusses the importance of addressing parents aging needs early on. To view the...Read More
By Steven M. Rogé, MBA, CFP®, AIF® Managing Director & Chief Investment Officer Giving the gift of education is a wonderful endeavor, and a frequent financial planning goal of our clients. For those not familiar, a 529 plan is a state administered, tax-advantaged educational savings account in which you would ideally contribute after-tax money to...Read More
R.W. Rogé & Company, Inc. was founded by Ronald W. Rogé in July 1986. Today, as we celebrate 35 successful years in business, we want to take a moment to thank all of our loyal clients, nearly 70 of whom have been with us for over 20 years! To celebrate, we put together a fun...Read More
R.W. Rogé & Company, Inc. Chairman and CEO, Ronald W. Rogé, was recently a guest speaker on “45 Forward with Ron Roel,” a show on the Voice America Talk Radio Network. The show aims to provide listeners age 45 and over with strategies to shift the traditional waiting-for-retirement model to a journey of compelling life...Read More
Leaving a legacy is a deeply personal journey, and for many, it means ensuring their loved ones are financially secure for generations to come. Multi-generational investing provides a way to not only support immediate heirs but also build a lasting foundation for future family members. With investment advice for multi-generational wealth, thoughtful planning, and smart...Read More
By Kelley Muhsemann Communications and Marketing Manager Have you been spending wisely? Although typically when discussing “spending” with our clients, we are referring to money, it can be just as important and valuable to think about how you spend your time. With so many working from home, going out less, and enjoying more “down time”...Read More
By Kelley Muhsemann Communications and Marketing Manager During the best of times, being “let go” or “laid off” can wreak havoc on your finances. But during a period when so much in life is uncertain, a job loss can feel catastrophic. In addition to financial concerns, you might feel a lack of purpose, or develop...Read More
By Ronald W. Rogé, MS, CFP® Chairman and CEO I have been thinking about what folks can do while they are sheltering in place that might help them come out of this crisis in better financial shape than they were going into it. As a financial advisor for over 34 years, there are two suggestions...Read More
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,...Read More
