News

Happy Holidays from R.W. Rogé & Company, Inc.

On behalf of our entire team, we wish you and your family a happy, healthy, and safe Holiday season! R.W. Rogé & Company, Inc. is a fee-only financial planning and wealth management firm serving clients locally and virtually across the country, with Long Island, New York and Ipswich, Massachusetts office locations. The company was founded...
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How to Create a Charitable Giving Strategy

By Steven M. Rogé, MBA, CFP®, AIF® Managing Director & Chief Investment Officer Did you know that 37.2 million Americans live in poverty according to the Census Bureau? That is roughly 11% of all citizens in this country, even though Americans gave over $471 billion to charities in 2020, up 5% from 2019. There are...
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What is Inflation and Is it Here to Stay?

By Steven M. Rogé, MBA, CFP®, AIF® Managing Director and Chief Investment Officer Although we had high hopes that the unpredictability of our economy would have waned by now, 2022 has proven to be one of the most unpredictable years of this last decade. Federal Reserve Chair Jerome Powell was right when he announced that...
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This Month May Be the Time to Buy an I Bond

Chairman & CEO Ronald W. Rogé was recently quoted in an article titled “This month may be the time to buy an I bond” written by Yahoo Money Senior Columnist, Kerry Hannon. The article discusses the Treasury Department’s inflation-protected I bonds, ways in which you can and can’t purchase them, their limitations, and who they...
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Is Inflation the Problem?

By Ronald W. Rogé, MS, CFP® Chairman & CEO The Federal Reserve has begun to raise interest rates in its effort to combat inflation in the U.S. which is currently 8.3%. The inflation rate in the United States has averaged 3.26% from 1914 until 2022. We did some research on the cause of each U.S....
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Navigating Market Volatility

Over the past several years, creating a portfolio of domestic stocks, bonds, and cash worked perfectly and was hard to beat. While it may be comfortable to settle on an investment strategy that works well, we are always challenging this investment thesis. Behind the scenes we have been exploring alternative sources of returns for our...
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Retirement: Here’s what financial experts think about bitcoin in your 401(k)

R.W. Rogé & Company, Inc. Chairman and CEO, Ronald W. Rogé, MS, CFP®, was recently quoted in an article titled “Retirement: Here’s what financial experts think about bitcoin in your 401(k).” The article addresses whether investors should consider adding bitcoin to their retirement account. It was featured in Yahoo Money and written by Senior Columnist...
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Office Happenings – Spring 2022

We’re excited to share our spring edition of “Office Happenings,” featuring a “new addition,” updated staff credentials and titles, our ongoing initiative to never stop learning, and some innovative offers now available to our family of clients. Check out what’s new and exciting with the R.W. Rogé & Company, Inc. team by clicking here. Wishing...
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Russian – Ukraine Conflict

Unless you have been living off-the-grid, you know by now that Valdemar Putin has ordered the invasion of Ukraine. It’s never pleasant reaching out to you during such a tragic event that will leave a permanent human toll, especially when our focus will naturally be on the effects this event may have on our portfolios....
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