Retirement Tips and Misconceptions Christopher R. Wills, CPA, CFA, CFP® Director of Wealth Management What does your retirement dream look like? It could be sipping coffee on the deck of a beach house in Cape Cod, or perhaps finally getting the opportunity to travel the world. Maybe it’s just living worry-free when it comes to money....Read More
What’s Your Identity? Ronald Rogé, MS, CFP® Chairman & CEO To answer this question, you also need to answer some other questions—Who am I? How do you look at yourself and your relationship to the world? What is your dominant role in life? While most people have many such roles, e.g., mother, father, daughter, son,...Read More
On July 26, 2013, R.W. Rogé & Company celebrated its 27th anniversary. During these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relationship with their advisory firm. Confidence comes when clients feel that we truly understand their needs. Those needs then get articulated...Read More
When you want to give your time or your money to a cause and don’t know where to start, ask yourself two questions: Why do you want to give, and how much do you want to be engaged in the process? Philanthropy is the practice of promoting the welfare of others by donating a generous...Read More
October 31, 2012 To our valued Clients and Friends: We are happy to report that our office is open and fully functioning today (Wednesday, October 31, 2012) after being closed on Monday and Tuesday, due to outages caused by Hurricane Sandy. Everyone is safe and we experienced minimal damage. If you are living in an...Read More
10/20/2012 To Our Valued Clients and Friends: We continue to receive great feedback from our “Getting to Know Someone” article. Today we introduce my good friend and colleague, Richard Sincere. He is our first responder to our lifestyle interview questionnaire. Richard is President and CEO of Sincere and Co., LLC, a mutual fund marketing firm...Read More
Getting To Know Someone: Part 2 I want to thank everyone who took the time to respond to Part 1 of “Getting to Know Someone,” which we published last week. Many of you said that you thoroughly enjoyed reading the column. Several people said that this is a very big idea and some even volunteered...Read More
Getting To Know Someone: Part 1 I have been fascinated by the fact that we all grow up inside our own family models. By models I mean experiences and familiarity, what seems normal to our family and friends. Unless someone tells us about an experience they had that was not part of our families model,...Read More
“You will never be a leader unless you first learn to follow and be led” Tiorio Recent market volatility is being attributed to many things. Some true and others are pure speculation. The problem is not the problem, the problem is that our politicians don’t know how to think about the problem. So here is...Read More
