We’re excited to introduce The Rogé Standard, a new weekly podcast from R.W. Rogé & Company. For 40 years, our firm has believed in the importance of lifelong learning, open conversations, and meaningful connections. We’re always looking for new ways to share our knowledge, make financial topics easier to understand, and help people feel more...Read More
Gen Z does not need a large retirement balance to get ahead financially. Instead, starting early, saving consistently, and allowing decades for investments to compound can make even modest contributions meaningful over time. That’s the topic of a recent Yahoo Finance article titled, “Gen Z: How Much Retirement Savings Puts You Ahead of Your Peers,”...Read More
A health crisis, cognitive decline, or other major life event can suddenly place an adult child in charge of a parent’s financial affairs. In a recent InsuranceNewsNet article, “What to do when adult children become the client,” journalist Anna Baluch explores how financial advisors can help families navigate this transition while continuing to protect the...Read More
A decade ago, boomers measured retirement comfort by a few reliable markers: a paid-off home, a pension, and a solid savings balance. Today, that formula tells only part of the story. In a recent YahooFinance article, journalist Kerra Bolton explains how longer retirements, shifting debt patterns, and the decline of employer pensions mean that a...Read More
In the Wall Street Journal Buy Side article “What Is Liquid Net Worth?” journalist Erin Gobler explains how liquid net worth differs from total net worth and why both figures matter. While total net worth includes assets such as real estate and retirement accounts, liquid net worth focuses on cash and other assets that can...Read More
Gold has long been viewed as a potential way to add diversification to an investment portfolio, but for someone new to investing in precious metals, deciding how much gold to own can be challenging. In a recent Business Insider article, “How much gold does a beginner actually need? An expert weighs in,” journalist Kit Pulliam...Read More
A recent AOL article by Stephanie Mickelson, “I Asked a Financial Advisor How I Can Dodge Tariffs and Save My Budget,” explores how consumers can navigate the effects of tariffs, inflation, and other economic pressures that continue to push prices higher. The article looks at practical ways consumers may be able to make their budgets...Read More
A concentrated stock position often begins as a success story. Over time, though, what once felt like a strength can quietly become a source of risk. Please join us on Thursday, April 23, at 11 a.m. EST, for a live, educational webinar designed to help you step back, evaluate your position, and think more strategically...Read More
While surveys suggest Americans believe they need well over a million dollars to retire comfortably, the recent Yahoo Finance article “Can You Really Retire on Social Security Alone in 2026? An Honest Budget Breakdown,” by journalist Josephine Nesbit takes a more practical look at what life might realistically look like for those who rely primarily...Read More
