Risk | R. W. Rogé & Company

Risk

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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How to Respond to a Cyber-Attack

What do you do if you become a victim of identity theft, cyber-attack or data breach?  The following are the steps you need to take courtesy of Charles Schwab & Co., Inc. WITHIN THE FIRST 24-48 HOURS: Call your advisor, regardless of where or how the breach occurred, so he/she can watch for any suspicious...
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Managing Lotto Winnings

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management While we rang in the New Year with the Times Square ball drop, a lucky person just a few miles east in Long Island New York has been celebrating watching the mega millions ball drop in their favor. The Mega Millions drawing was...
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The Importance of Personal Umbrella Policies

  What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the...
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Recent Market Volatility

By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management The S&P 500 closed in bear market territory last week for the first time since 2008.  A bear market is defined as a loss of greater than 20% from its previous high, which occurred in September of 2018.  The stock market has been...
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