By Steven M. Rogé, MBA, CFP®, AIF® Chief Investment Officer This time last week Silicon Valley Bank (SVB) was the 14th largest banking institution in America with a market cap well over $10 billion. SVB was widely considered the darling of banks over the past decade with deposit growth surpassing nearly every other regional bank....Read More
After more than 1 million votes cast, the results are in and we are thrilled to announce that R.W. Rogé & Company, Inc. has been named Best Financial Advisor on Long Island by Bethpage Best of L.I.! Thank you to all who voted for us! It is truly an honor to be a part of...Read More
By Kelley Muhsemann Marketing Manager The National Retail Federation estimates that 52% of American’s plan to celebrate Valentine’s Day this year, and the average consumer will spend $192.80, totaling nearly $25.9 billion in gifts. When you think about romance, personal finance is rarely what comes to mind. But whether you celebrate or not, Valentine’s Day...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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....Read More
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...Read More
