Today marks 34 years in business for R.W. Rogé & Company, Inc. A heartfelt “Thank You” to our dedicated employees, and all of our wonderful clients, some of whom have been with us since 1986. We are honored to be a part of you and your families lives, and look forward to helping you Plan,...Read More
We are pleased to announce that R. W. Rogé & Company, Inc. has been named one of the Investor.com 2020 Top Advisory Firms in both New York and Massachusetts. We are one of only 114 firms in the entire state of New York, and one of only 100 firms in the state of Massachusetts to...Read More
Welcome to the spring edition of “Office Happenings.” We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use, to provide our clients with outstanding services. We will also keep you up-to-date and share with you the things we discover that we believe are useful, educational, funny, and...Read More
By Kelley Muhsemann Communications and Marketing Manager According to the Federal Trade Commission (FTC), Americans have lost $13.4 million to coronavirus-related scams since the beginning of 2020. Although it has always been important to stay vigilant and apprised of scam tactics, the pandemic has paved the way for opportunistic scammers to steal money and identities...Read More
On Friday, March 27, 2020, President Trump signed into law a $2 trillion Coronavirus economic stimulus bill known as the “Coronavirus Aid, Relief, and Economic Security (CARES) Act.” The CARES Act is in response to the global health pandemic, COVID-19, and aims to provide financial relief for both large and small businesses, individuals, state governments...Read More
A friend and financial advisor journalist, Bob Veres, sent out a letter to his subscribers of “Inside Information” this week, wondering why previous flu epidemics in the U.S. did not require the draconian measures we are taking today to deal with the COVID-19 virus situation. Here are the recent flu epidemics Bob wrote about: “Truth...Read More
We are all doing our part to practice social distancing and engage in good hygiene habits during the Covid-19 spread. Unfortunately, our senior loved ones are being impacted the most – not just by the virus, but also by isolation. Visitation has been halted at many hospitals and assisted living locations, leaving our loved...Read More
The Coronavirus and the mitigation measures being taken by governments, businesses and individuals are causing concern and fear worldwide. The virus itself needs mitigation measures because it may be more contagious than the flu. Everyone is being asked to sacrifice by staying home, exercising recommended hygiene measures and adhering to all social distancing recommendations. If...Read More
By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management As you are undoubtably aware, the Coronavirus (COVID-19) is all over the news affecting people’s emotions, stock market volatility, and in some cases their lives. If you are wondering how this is affecting your portfolio, keep in mind that R.W. Rogé & Company,...Read More
