Rogé Report Archives | R. W. Rogé & Company

Rogé Report

Spending Wisely

By Kelley Muhsemann Communications and Marketing Manager Have you been spending wisely? Although typically when discussing “spending” with our clients, we are referring to money, it can be just as important and valuable to think about how you spend your time. With so many working from home, going out less, and enjoying more “down time”...
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R.W. Rogé & Company, Inc. Celebrates 34 Years In Business

Today marks 34 years in business for R.W. Rogé & Company, Inc. A heartfelt “Thank You” to our dedicated employees, and all of our wonderful clients, some of whom have been with us since 1986. We are honored to be a part of you and your families lives, and look forward to helping you Plan,...
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R.W. Rogé & Company, Inc. Named One of the Top Advisory Firms by investor.com

We are pleased to announce that R. W. Rogé & Company, Inc. has been named one of the Investor.com 2020 Top Advisory Firms in both New York and Massachusetts. We are one of only 114 firms in the entire state of New York, and one of only 100 firms in the state of Massachusetts to...
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Tools for Coping with Job Loss During a Pandemic

By Kelley Muhsemann Communications and Marketing Manager During the best of times, being “let go” or “laid off” can wreak havoc on your finances. But during a period when so much in life is uncertain, a job loss can feel catastrophic. In addition to financial concerns, you might feel a lack of purpose, or develop...
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Adjust Your Sails: 4 Tips for Navigating Market Volatility

By Kelley Muhsemann Communications and Marketing Manager “I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” – Jimmy Dean Although the Covid-19 pandemic has caused many new policies like wearing masks, working remotely, and social distancing, the market volatility it has caused is not a...
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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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Office Happenings – Spring Edition

Welcome to the spring edition of “Office Happenings.” We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use, to provide our clients with outstanding services. We will also keep you up-to-date and share with you the things we discover that we believe are useful, educational, funny, and...
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Scams to Avoid During the Pandemic

By Kelley Muhsemann Communications and Marketing Manager According to the Federal Trade Commission (FTC), Americans have lost $13.4 million to coronavirus-related scams since the beginning of 2020. Although it has always been important to stay vigilant and apprised of scam tactics, the pandemic has paved the way for opportunistic scammers to steal money and identities...
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New Resolutions for 2020 and Beyond – Lessons of COVID-19

By Ronald W. Rogé, MS, CFP® Chairman and CEO I have been thinking about what folks can do while they are sheltering in place that might help them come out of this crisis in better financial shape than they were going into it. As a financial advisor for over 34 years, there are two suggestions...
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