New Year’s Financial Resolutions

By Michelle Herbst Director of First Impressions It is that time of year again when people make New Year’s resolutions. Many people focus on changing their eating habits, starting an exercise routine or adding more physical activity to their lives, right any wrongs, or to live a kinder more caring life. However, how many people...
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The Importance of Personal Umbrella Policies

  What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the...
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Recent Market Volatility

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management The S&P 500 closed in bear market territory last week for the first time since 2008.  A bear market is defined as a loss of greater than 20% from its previous high, which occurred in September of 2018.  The stock market has been...
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T’was the Night Before Harry’s Retirement

  In January 2006 I wrote the following poem titled, “T’was the Night Before Harry’s Retirement.” I paraphrased the 1823 poem from Clement C. Moore’s “A Visit from St. Nicholas” to describe some of the problems we are seeing today with clients who are nearing retirement. More than a decade later the poem is still...
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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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