Chairman and CEO Ronald W. Rogé was featured in The Fiscal Times on July 22, 2016 in an article titled, “A Single Woman’s Guide to Retirement Planning” by Beth Braverman. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc., please...Read More
By Kelley Caponigro Assistant to the Chairman & CEO “If you think it’s expensive to hire a professional, wait until you hire an amateur.” Red Adair, American Oil Well Firefighter (1915-2004) Google the words “Do It Yourself” and your screen will flood with articles and videos about building outdoor furniture, fixing leaky faucets, and crafting...Read More
First Quarter 2016 Review The market got off to a rocky start this year with equities down over 10% at one point, only to end the quarter up just over 1%. Concern over the pace of the Federal Reserve interest rate increases, declining oil prices, The United Kingdom’s potential exit from the European Union, and...Read More
By Kelley Caponigro Assistant to the Chairman & CEO When you hear “Financial Advisor,” you certainly don’t simultaneously think, “Dentist.” Nor do you hear “Dentist” and think “Financial Advisor.” However, the two professions have similar qualities and conundrums. Outlined below are just four similarities that dentists and financial advisors have in common. 1. To Be...Read More
Managing Director, Rosanne Rogé was recently interviewed by The Dollar Stretcher in an article titled, “How to Find the Right Financial Advisor for Your Retirement Years.” The article discusses financial topics, such as, where to search for an advisor qualified to help a retiree with their money issues, what credentials to look for in an...Read More
By: Jeff Roberto, CFP®, CMFC®, MBA As a business owner, did you know that you could put more money away into your retirement plan? Contributing the maximum amount to your 401(k) is the right thing to do, but perhaps it’s not enough to meet your retirement goals. You can contribute even more to your 401(k)...Read More
By Kelley Muhsemann Marketing Manager With Halloween quickly approaching, we thought it would be fun to sit around the virtual campfire, and talk about certain aspects of finance that some folks find particularly spooky. Don’t be too frightened though! We’ve also come up with solutions for these scary situations to help you overcome your financial...Read More
Director of Research and Portfolio Manager, Steven Rogé, will be hosting a Continuing Education Class for local CPA’s on Thursday, August 20, 2015. The class titled, “What You Need to Know About The Department of Labor’s Fiduciary Proposal,” will discuss setting standards for fiduciary obligation in retirement accounts. All participants of the hour-long class will...Read More
Managing Director Rosanne Rogé was quoted in The Wall Street Journal on May 3, 2015, in an article titled, “Male Investors vs. Female Investors.” The article, written by Georgette Jasen, discusses what men and women can learn from each other’s best investment habits. To view the full article, click here. If you would like to...Read More