First Quarter 2016 Review The market got off to a rocky start this year with equities down over 10% at one point, only to end the quarter up just over 1%. Concern over the pace of the Federal Reserve interest rate increases, declining oil prices, The United Kingdom’s potential exit from the European Union, and...Read More
By Kelley Caponigro Assistant to the Chairman & CEO When you hear “Financial Advisor,” you certainly don’t simultaneously think, “Dentist.” Nor do you hear “Dentist” and think “Financial Advisor.” However, the two professions have similar qualities and conundrums. Outlined below are just four similarities that dentists and financial advisors have in common. 1. To Be...Read More
The April 15 deadline for filing your taxes is quickly approaching, and while we hope that you are being mindful of financial scams throughout the entire year, we want to remind you to be especially careful during the stressful time that encompasses tax season. Many people are reporting that they have been contacted by someone...Read More
Managing Director, Rosanne Rogé was recently interviewed by The Dollar Stretcher in an article titled, “How to Find the Right Financial Advisor for Your Retirement Years.” The article discusses financial topics, such as, where to search for an advisor qualified to help a retiree with their money issues, what credentials to look for in an...Read More
By: Ronald W. Rogé, MS, CFP® Chairman & CEO If you have not been following the news since the first of the year, the big story for the New Year has not been something outrageous that Donald Trump said, it has been the volatility of the stock market. Since January 1, 2016 the stock market,...Read More
Fourth Quarter and 2015 Review The stock market rallied during the fourth quarter to eliminate most of the losses acquired during the year and propping up returns going into year-end. This allowed the S&P 500 to take out a small gain of about 1% (with dividends) for the year. This anemic return was driven by...Read More
Managing Director Rosanne Rogé was recently featured in an article titled, “Protect Your Future Self From Financial Abuse.” The article appeared in The Wall Street Journal on Dec. 17, and was written by Anna Prior. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc., please contact us...Read More
Director of Research and Portfolio Manager Steven M. Rogé was recently featured in Bloomberg News, Newsmax Finance and The Boston Globe on Dec. 16, 2015. To view the full articles, click on the links below. Third Avenue Bled Managers, Billions of Assets Before Fund Shut Third Avenue Stumbles on Distress Investing Martin Whitman Pioneered Before...Read More
By: Ronald W. Rogé, MS, CFP® Chairman & CEO The Federal Reserve will most likely raise short term interest rates tomorrow 0.25%. While we don’t think this will have an immediate impact on the economy, the big question is how far they will go and what period of time that will take. To help answer...Read More
