Chairman and CEO of R.W. Rogé & Company, Inc., Ron Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School. Ron will be speaking with radio personality and industry expert, Kent Smetters, about what it’s like to work with business owners and entrepreneurs, and...Read More
Managing Director Rosanne Rogé was quoted in The Wall Street Journal on May 3, 2015, in an article titled, “Male Investors vs. Female Investors.” The article, written by Georgette Jasen, discusses what men and women can learn from each other’s best investment habits. To view the full article, click here. If you would like to...Read More
By Kelley Caponigro Assistant to the Chairman & CEO It can be easy to overlook your financial future when you’re busy living your life. However, it is important to consider how you want your life to look down the road, and how to turn that vision into a reality by planning strategically. Here are some...Read More
By: Steven M. Rogé, MBA, AIF® Director of Research and Portfolio Management Going back thousands of years, one of the very basic ways to measure was done using a Balance Scale. Simply knowing the weight on one side and loading up the other side of the scale would give the weight measurement of an item....Read More
By Rosanne Rogé, CSA, RFG, CFP® Managing Director Frequently referred to as the “Sandwich Generation,” Baby Boomers are increasingly tasked with caring for both aging parents as well as minor aged children, or “boomerang” adult children who have returned home due to divorce or the economic environment. In fact, according to the Pew Research...Read More
By Kelley Caponigro Assistant to the Chairman & CEO Words like retirement, investing and insurance are usually associated with financial advice. But what about topics like birth, relocation or starting a business? It’s astounding how many common life events are overlooked that could greatly benefit from professional financial advice. We’ve come up with a list...Read More
By Ronald W. Rogé, MS, CFP® Chairman & CEO “If you think it’s expensive to hire a professional, wait until you hire an amateur.” Red Adair (1915-2004) I spotted the quote above on LinkedIn the other day. It’s attributed to Red Adair, a well known and experienced oil well fire fighter. It reminded me...Read More
Kelley Caponigro Assistant to the Chairman & CEO “The problem with quotes on the Internet is that it is difficult to verify their authenticity.” Abraham Lincoln (1809-1865) The Internet as we know it today has become a life-altering resource. Information is at our fingertips and with each passing generation it becomes more and more...Read More
In The End, Everything Will Be All Right! Or Will It? The Best Exotic Marigold Hotel is a movie about a group of newly retired folks who through misfortune or a lack of proper planning and saving for retirement find themselves in a financial shortfall that requires them to look for a more affordable...Read More
