News

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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In The News

Rosanne Rogé in Financial Gerontology Article by FA Magazine

R.W. Rogé & Company, Inc. Managing Director, Rosanne Rogé, CSATM, RFGSM, CFP®, was recently featured in an article titled “Merrill, Other Advisors Embrace Financial Gerontology Training.” The article was featured in Financial Advisor Magazine and addresses the importance of more financial firms embracing financial gerontology. To view the full article and learn more about financial...
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Rosanne Rogé Featured in Recent CNBC Article

R.W. Rogé & Company, Inc. Managing Director, Rosanne Rogé, CSATM, RFGSM, CFP®, was recently featured in an article titled “Waiting to talk finance with an aging parent in cognitive decline is a mistake, experts say.” The article was featured on CNBC and discusses the importance of addressing parents aging needs early on. To view the...
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Introducing R W Rogé Mobile

We are excited to announce that R.W. Rogé & Company, Inc. has launched the “R W Rogé Mobile,” interactive app, available for both Apple and Android devices. The app allows Rogé clients to securely review and monitor their account, view quarterly reports, statements, and transactions, and submit and review documents, right in the palm of...
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Congratulations Philip Brucato, CFP®

We are thrilled to announce that after years of attending classes, studying, hard work, and dedication, our Wealth Advisor, Philip Brucato, has obtained the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. CERTIFIED FINANCIAL PLANNER™ (CFP®) is a formal certification granted in recognition of expertise in the areas of financial, estate, and retirement planning, investing and portfolio...
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‘Tis The Season to Stop Giving Cash

By Steven M. Rogé, MBA, CFP®, AIF® Managing Director and Chief Investment Officer Although we are big proponents of giving back to the community year-round, the Holiday season tends to make people even more generous than usual. Perhaps because we are headed into a New Year and are feeling grateful, or perhaps because we are...
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