Retirement Planning

The Secure 2.0 Act: What You Need to Know

By Kelley Muhsemann Marketing Manager The Secure 2.0 Act was signed into law on December 29, 2022, and is designed to improve retirement savings options. The Act gives retirees 72 and under an extra year before having to withdraw money from their retirement accounts, but the updates can also benefit pre-retirees. Here’s what you need...
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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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4 Key Financial Lessons from the Last Recession

By Rosanne Rogé, CSA™, RFG℠, CFP® Managing Director If you’re above a certain age, you probably have strong memories of the last two recessions, the housing crash in 2007/2008, and the economic shutdown in 2020. You likely remember feeling a high degree of fear, anxiety, and stress over the economic uncertainty you experienced during previous...
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Who We Are and How We Serve Our Clients?

By Ronald W. Rogé, MS, CFP® Founded on July 28, 1986, our fee-only financial advisory firm is celebrating its 36th anniversary. In that time, we have helped individuals not only in the Long Island and New York metropolitan areas, but throughout the country in 17 states Plan, Achieve and Live® the life they want. Today...
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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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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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