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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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”...Read More
By Kelley Muhsemann Communications and Marketing Manager During the best of times, being “let go” or “laid off” can wreak havoc on your finances. But during a period when so much in life is uncertain, a job loss can feel catastrophic. In addition to financial concerns, you might feel a lack of purpose, or develop...Read More
By Kelley Muhsemann Communications and Marketing Manager “I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” – Jimmy Dean Although the Covid-19 pandemic has caused many new policies like wearing masks, working remotely, and social distancing, the market volatility it has caused is not a...Read More
