Retirement Planning

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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How Stock Options Work

By Steven M. Rogé, MBA, CFP®, AIF® Chief Investment Officer The late-great Yogi Berra once said, “They give you cash, which is just as good as money.” Back when Yogi was busy winning one of his 13 world championships there wasn’t such a thing as “Incentive Stock Options” or ISOs. It wasn’t until the 1960s...
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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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The SECURE Act: Required Minimum Distributions (RMDs) and Beneficiary Designations

By Rosanne Rogé, CFP®, CSATM, RFGSM and Christine Parisi, CFP® The SECURE Act (Setting Every Community Up for Retirement Enhancement) that went into effect on January 1, 2020, changed the age at which your Required Minimum Distributions (RMDs) are required to begin from age 70 ½ to age 72. Individuals owning assets in an IRA account...
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Creating a Legacy: Investing for Multiple Generations

By Steven M. Rogé, MBA, CFP®, AIF® Leaving a legacy means different things to different people. But to leave a legacy one must have something to give. After almost two decades of rising asset prices (stocks and housing among other assets) an increasing number of individuals and families are in the unique position to not...
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Mutual Funds vs. ETFs | Active vs. Passive, Lessons Learned

By Ronald W. Rogé, MS, CFP® We pride ourselves on being a completely transparent company – from our fee structure to our fiduciary oath. Although our overall Plan, Achieve, Live® strategy is evidence-based and time-tested, we are constantly learning and growing as financial professionals, always working with the goal of providing the most efficient and...
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Are You Concerned About the Stock Market and 2020 Election?

While only a handful of our clients have voiced their concern about the upcoming elections impact on the markets and the economy, we know the topic is likely to be on everyone’s mind. Therefore, I wanted to share my thoughts on this complicated subject with you. In the past, my response about presidential elections and...
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Spending Wisely

By Kelley Muhsemann Communications and Marketing Manager Have you been spending wisely? Although typically when discussing “spending” with our clients, we are referring to money, it can be just as important and valuable to think about how you spend your time. With so many working from home, going out less, and enjoying more “down time”...
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