At R.W. Rogé & Company, we believe that staying ahead of emerging trends is essential to guiding our family of clients as they work toward a more secure financial future. In keeping with that commitment, we’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, has earned the Certificate in Blockchain and...Read More
Our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an Investopedia article by journalist Rebecca Rosenberg titled “Balancing Growth and Safety: How To Build a Resilient Tech Portfolio,” which explores how investors can construct a durable technology-focused investment strategy amid today’s market uncertainty. Rosenberg’s piece offers a thoughtful overview, from establishing clear...Read More
The concept of income limits for Roth IRA contributions is not new, they have been in place since Roth IRAs were introduced in 1997. Each year, the IRS adjusts the income phase-out ranges slightly to account for inflation. If you’re a high-income earner thinking about adding to your Roth IRA in 2025, IRS income limits...Read More
The second article in our Financial Literacy Month series is dedicated to Generation X. Born between 1965 and 1980, “Gen X” is balancing career advancement with heightened financial anxiety. This “sandwich generation” is in their key wealth-building years while also juggling working and caregiving. A recent study by Bankrate found that this cohort is significantly...Read More
By Kelley Muhsemann Marketing Manager At R.W. Rogé & Company, Inc., we believe that empowering individuals with financial knowledge is crucial for building a secure future. To celebrate Financial Literacy Month, we’ve put together a series of articles that will delve into the unique financial challenges and priorities faced by different generations, providing tailored advice...Read More
Investing can be an incredibly rewarding journey, offering the potential for financial growth and long-term security. However, navigating the investment landscape without proper guidance or awareness of potential pitfalls can lead to financial setbacks that could have been avoided. Many investors, whether they’re beginners or seasoned veterans, often find themselves making the same critical errors....Read More
By Ronald W. Rogé, MS, CFP® Chairman & CEO “I am sorry Dave. I am afraid I can’t do that,” HAL calmly says to Dr. David Bowman who is locked out of his spaceship, in the movie 2001: A Space Odyssey (1968). If you have been watching or listening to the news media these past...Read More
By Steven M. Rogé, MBA, CFP®, AIF® Chief Investment Officer Within the 130 pages of the SECURE 2.0 Act, a small section can be found that outlines one’s ability to use a 529 plan for more than just educational expenses. This section strengthens the benefits of contributing to a 529 plan, but this time the...Read More
Naming Beneficiaries on Retirement Accounts Under the SECURE Act An interview with Katherine A. Southard, Esq. On December 20, 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, and then on December 29, 2022, the SECURE 2.0 Act (the Act) was signed into law, creating major changes for IRA Beneficiaries. More...Read More
