As you approach your retirement years, understanding how to minimize RMD taxes becomes crucial for preserving your financial well-being. Required Minimum Distributions (RMDs) can significantly impact your retirement strategy and tax planning. In this post, we’ll explain what RMDs are, who they affect, and explore 5 strategies to minimize RMD taxes to help reduce the...Read More
We are thrilled to announce that our Chief Investment Officer and CEO, Steven Rogé, has been invited as a distinguished guest speaker at the National Association of Personal Financial Advisors (NAPFA) Fall 2024 National Conference! The event will be held from October 30 – November 2, 2024, at the Omni Nashville Hotel in the vibrant...Read More
We are honored to announce that R.W. Rogé & Company, Inc. has been selected as a finalist for The 2024 Luminaries Awards, presented by ThinkAdvisor, in the Corporate Social Responsibility category, alongside esteemed firms Bailard and Greenspring Advisors. The Luminaries Award recognizes companies and professionals in the financial services industry who demonstrate exemplary leadership, innovation, and...Read More
“Presidents come and go, but the markets continue to move higher over time.” – Ronald W. Rogé | Founder of R.W. Rogé & Company, Inc. Presidential elections in the United States have always been pivotal events, but this time feels particularly different. The age-old question persists – how do elections affect the stock market? The...Read More
We’re excited to announce that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article titled, “‘T-Bill and Chill’ Is a Hard Habit for Investors to Break,” which was shared by various news outlets, including Advisor Perspectives, Yahoo Finance, Bloomberg, Barchart, Nasdaq, and WealthManagement.com. The article delves into the phenomenon where...Read More
“The markets – whether investors like to believe so or not – have always been unpredictable.” – Ronald W. Rogé, Founder of R.W. Rogé & Company, Inc. By Steven Rogé, MBA, CFP®, AIF® Chief Investment Officer and CEO The recent stock market volatility has been a topic of significant concern, and it’s completely understandable for...Read More
We are thrilled to announce that R.W. Rogé & Company, Inc. has been recognized as one of America’s Top RIAs 2024 by Financial Advisor Magazine. This prestigious honor highlights our unwavering commitment to our clients’ best interests and our dedication to providing exceptional, fee-only financial planning and investment management services. Being named among the nation’s...Read More
By Kelley Muhsemann Marketing Manager Do you ever feel like the economic news you read just doesn’t match your personal financial experience? You’re not alone. This phenomenon, termed “vibecession” by economic commentator Kyla Scanlon in June 2022, captures the growing disconnect between official economic data and our personal financial experiences. While numbers might show a...Read More
By Kelley Muhsemann Marketing Manager It’s hard to believe we’re already halfway through the year, but this is the perfect time to take a step back and reflect on your financial journey so far. Whether you’re saving for a big purchase, planning for retirement, or just trying to get a better handle on your finances,...Read More
