Our elected leaders in Washington, D.C. are playing a dangerous game of chicken. They are making everyone nervous about the deadline (August 2, 2011) for extending the debt ceiling. While every expert on the subject, including Congress, knows that the only solution is to raise the debt ceiling, they are using this to score points...Read More

You might be surprised to learn that one of the top 50 women in the field of wealth management is none other than my wife Rosanne Rogé.  I am not surprised, but very proud that she has been chosen to be on Advisor One’s list of the top 50 Women in Wealth for 2011. Advisor...Read More

I’ve been giving a lot of thought lately about the issues facing our country, particularly the financial dimension of government.  Following the release of the Republican budget proposal authored by Rep. Paul Ryan, President Obama’s subsequent response and the recent downgrading by Standard & Poor’s of our country’s economic prospects, I thought I would share...Read More

Recently we have had conversations with a few clients about making changes to their portfolios due to the current events in Japan and the Middle East.  Our advice is not to make changes based on current events.  One should only revise their portfolio if their goals or personal circumstances change. A good friend of mine...Read More

As you probably know, I like to write to communicate my thoughts.  However, recently I have been suffering from writer’s block.  I think it’s because I am in observation mode about the economy, government policy and business; trying to put the pieces of the puzzle together.  Everywhere I go I ask business owners, “How’s business?” The...Read More

It’s hard to believe summer is over and the leaves are starting to turn.  But it also means that it’s time for the team at R.W. Rogé & Company to start preparing year-end tax planning for our clients, including things we do “behind the scenes” to make your portfolio more tax efficient. In light of the...Read More

I’m always interested in learning what’s on people’s minds, and especially those of our clients.  An advisor’s craft is all about bringing some clarity to an often confusing and uncertain world. When I speak with or meet people, I’m always asking questions about what’s on their minds, how is their business doing or, perhaps more to...Read More

As a former Lieutenant in the U.S. Army Reserves, there is a special place in my heart for our wartime veterans. After all, the reason I have the freedom to write this article and do everything else I want to do is because of the sacrifices they made during time of war. We have recently...Read More

My son Steve and I recently spent a week in Chicago meeting and interviewing investment managers at The Sincere & Co. Annual Education Symposium and the annual Morningstar Conference for Investment Advisors. This trip gave us the opportunity to have lengthy meetings and several dinners with managers of funds we currently hold in our portfolios.  Most...Read More