Risk

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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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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Seniors: 7 Ways to Protect Yourself from Scams

By: Kelley Muhsemann Communications and Marketing Manager Although technology has helped many seniors to stay in touch and feel connected with loved ones during isolation, it has also opened the door for new and improved scams targeted at the aging population. In fact, a recent Federal Trade Commission survey found that older consumers reported higher...
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Historical Review: How Do Presidential Elections Affect the Stock Market?

Unless you have been “off the grid,” you are probably aware that we have a Presidential election coming in November. Like with most elections, political rhetoric is all over the news and media outlets. As financial advisors we are focused on how politician’s economic and tax platforms may affect our clients’ portfolios. We have received...
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In The News

Scammers are also first responders to the coronavirus pandemic. Here’s how to unmask them

Director of Research and Portfolio Manager Steven Rogé, MBA, CMFC®, AIF®, was recently featured in an article titled “Scammers are also first responders to the coronavirus pandemic. Here’s how to unmask them,” written by Morey Stettner. The article was featured on MarketWatch and discusses the importance of fraud prevention, especially during times of financial crisis....
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Coronavirus and Economic Update: Flu Comparison for United States

A friend and financial advisor journalist, Bob Veres, sent out a letter to his subscribers of “Inside Information” this week, wondering why previous flu epidemics in the U.S. did not require the draconian measures we are taking today to deal with the COVID-19 virus situation. Here are the recent flu epidemics Bob wrote about: “Truth...
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Coronavirus (COVID-19) and Portfolio Strategy Update

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management As you are undoubtably aware, the Coronavirus (COVID-19) is all over the news affecting people’s emotions, stock market volatility, and in some cases their lives.  If you are wondering how this is affecting your portfolio, keep in mind that R.W. Rogé & Company,...
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Red, White and Blue Investing

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management We occasionally get questions regarding our domestic equity investment focus. As our clients know, we’ve had this domestic bias for several years now. We made this decision after months of research and collaboration with industry experts to validate or dismiss our thesis that...
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