Misc | R. W. Rogé & Company


Has the Stock Market Gone Loco? (Did the President actually use the word loco?)

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management Wednesday’s stock market drop of over 800 points (over 3%) on the Dow Jones Industrials Average surprised many investors. Comments from Federal Reserve Chairman Jerome Powell set in motion the rise in interest rates. Investors scrutinize every comment from the Chairman to glean...
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2016 Seemed Like a Very Strange Year to Me

By Ronald W. Rogé, MS, CFP® Chairman & CEO The year seemed very strange to me. The news was dominated by: Politics – Brexit in the United Kingdom and the U.S. Election Conflict and Tragedy – Numerous shootings and terrorist attacks Awards – Bob Dylan winning the Nobel Prize for Literature Business – EpiPen prices,...
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4 Things Advisors and Dentists Have In Common

By Kelley Caponigro Assistant to the Chairman & CEO When you hear “Financial Advisor,” you certainly don’t simultaneously think, “Dentist.” Nor do you hear “Dentist” and think “Financial Advisor.” However, the two professions have similar qualities and conundrums. Outlined below are just four similarities that dentists and financial advisors have in common. 1. To Be...
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Janine Quote

Making Magic Happen

 By Kelley Caponigro Assistant to the Chairman & CEO Now that school is out, we want to thank all of the teachers for their dedication and impact that they have on society.  We thought you might appreciate the following story written in memory of an outstanding educator and dear friend.  Perhaps it will strike a...
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The History of Women on Wall Street

By Kelley Caponigro Assistant to the Chairman & CEO In recognition of Women’s History Month, R.W. Rogé & Company, Inc. would like to reflect on a few influential females throughout the history of financial services. In an industry that was historically made up of men, a handful of extraordinary women pushed their way into the...
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Cyber Theft and How to Protect Your Computer

By Rosanne Rogé, CSA, RFG, CFP® Remember the days when the only way someone could steal your identity was by taking your purse or wallet? Today identity theft is at an all time high thanks to things like online banking, shopping and computer hacking. In addition, sending important or personal communications via e-mail and text...
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Is it risky to have most of my investments with one mutual fund company?

Is it risky to have most of my investments with one mutual fund company? It depends! One mistake we have seen investors make in the past is to assume that because they have a couple of different mutual funds they are diversified. This may not be the case, which is why it’s important to know...
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What is the Fiscal Cliff? | By: Ron Rogé

November 30, 2012 “Don’t tax you, don’t tax me, tax the man behind the tree.”~Senator Russell Long ____________________________________________________________________________ Turn on the TV, Radio or surf the Internet for news and you will likely hear the pundits and politicians talking about The Fiscal Cliff and the urgency for our government to act before the end of...
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Rogé Report-Hurricane Sandy

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...
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