By Kelley Caponigro Assistant to the Chairman & CEO While many investors may not be aware of the Department of Labors (DOL) six-year battle to establish a fiduciary standard for anyone providing investment advice on retirement accounts, they are surely aware that President Donald Trump has issued a memorandum aimed at delaying these efforts. On...Read More
Although some people prefer to have their trusted advisors work independently from one another, amazing things can happen when professionals come together for the well-being of their client. Allowing your financial advisor, accountant, and estate planning attorney to collaborate can often lead to a stronger support system and additional money saved. Such was the case...Read More
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
Retirement planning is not just about saving enough money to live comfortably. It’s about building a strategy that gives you confidence, flexibility, and peace of mind for the future. One often-overlooked tool that can support these goals is the Direct Recognition Variable Investment Plan (DR-VIP). While it may not be a household name, this type of...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
