We’re thrilled to share that our Senior Wealth Advisor, Christine M. Parisi, was recently featured in a Yahoo Finance article (syndicated via GOBankingRates) by journalist G. Brian Davis, titled “5 Major Social Security Mistakes Boomers Can’t Stop Making.” In an insightful discussion about common mistakes retirees make with Social Security, Christine brought a powerful message to the...Read More
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a MarketWatch article by journalist Lara Becker, titled “The most overlooked threat to retirement success? Here’s what 12 financial pros say is their No. 1 piece of retirement advice.” In a roundup of top financial professionals, Steven emphasized...Read More
Our CEO and Chief Investment Officer, Steven Rogé, was recently featured in Financial Planning’s article, “10 Best and Worst Crypto ETFs of the Past Year,” written by award-winning journalist Rob Burgess. In the article, Steven explains why cryptocurrency ETFs may be a smarter and more secure alternative to holding crypto directly. He points out that...Read More
In a recent article titled “8 Ways To Find Money for Investing in Your Budget,” journalist Gabriel Vito explores practical strategies to help individuals identify funds within their budgets for investment purposes. Steven Rogé, Chief Investment Officer and CEO of R.W. Rogé & Company, Inc., contributes his expertise to the piece. Rogé advises that significant...Read More
When people hear that we are a team of wealth managers, some of the first questions they ask are: What is a wealth manager? What does a wealth manager do? And how does a wealth manager differ from other financial professionals? It’s a fair question, and an important one. After all, there are plenty of...Read More
We’re excited to share that R.W. Rogé & Company, Inc. is now officially a member of the Charlotte County Chamber of Commerce! With over 1,000 members across Charlotte County and neighboring areas including Cape Coral, Fort Myers, Sarasota, and Naples, the Chamber offers a strong, local network of professionals and businesses committed to growth and...Read More
Our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a Yahoo Finance and AOL article titled, “Tony Robbins Reveals Huge Warning About 401(k) Plans and Offers an Alternative.” In the piece written by Jake Arky, Steven offers his insights regarding target-date funds (TDFs), and shares pros and cons of alternative strategies like Pure...Read More
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in U.S. News & World Report’s article, “5 Best S&P 500 Index Funds to Buy Now.” In the piece written by Kate Stalter, Steven offers his insights into the advantages of investing in S&P 500 index funds, emphasizing their...Read More
We’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article published on Yahoo Finance, Reuters, and IndexBox, titled, “Investors flock to safety of US short-term government bond funds.” Written by Patturaja Murugaboopathy, the article highlights a significant shift in investor behavior, with substantial inflows into U.S....Read More
