By Rosanne Rogé, CSA, RFG, CFP® Managing Director We have all heard the anonymous quote, “Do not regret growing older; it is a privilege denied by many.” While it’s true that growing old is a blessing, the aging process – especially in the later years – can be difficult to navigate. Over the past 29...Read More
By Rosanne Rogé, CSA. RFG, CFP® Managing Director Although caregiving is a complicated and stressful responsibility, help for caregivers has come a long way in the last few years. With an influx of resources and major advances in technology, we envision a bright future for the aging process and for the mission of providing top...Read More
Managing Director, Rosanne Rogé was featured in the July issue of the Society of Certified Senior Advisors (CSA) Senior Spirit Newsletter. The feature discusses Rosanne’s personal caregiving experience, as well as her path to assisting the aging community, and how she became interested in the highly specialized field of financial gerontology. To read the full...Read More
Managing Director of R.W. Rogé & Company, Inc., Rosanne Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School. Rosanne will be speaking with radio personality and industry expert, Kent Smetters, about the highly specialized field of Financial Gerontology, discussing topics such as financial...Read More
By Kelley Caponigro Assistant to the Chairman & CEO Now that school is out, we want to thank all of the teachers for their dedication and impact that they have on society. We thought you might appreciate the following story written in memory of an outstanding educator and dear friend. Perhaps it will strike a...Read More
Our portfolios returns were relatively flat for the quarter. We continued again this quarter – as we did last quarter – to track the performance of the S&P 500 Index, which is extremely unusual for a globally balanced, highly diversified portfolio strategy. Our equity selections did the heavy lifting since bonds produced negative returns for...Read More
Chairman and CEO Ron Rogé was quoted in the May 2015 issue of Money Magazine in an article titled, “101 Ways to Build Wealth.” The article is a collaboration by Daniel Bortz, Kara Brandeisky, Paul J. Lim and Taylor Tepper, and acts as a guide to financial independence. Some of the topics discussed include the...Read More
Ron Rogé, Chairman & CEO of R.W. Rogé & Company, Inc., was named one of the Best Financial Advisers for Dentists in the June 2015 issue of Dental Products Report. Congratulations Ron! To view the June issue, click here. To view Ron’s listing, click here.Read More
Chairman and CEO of R.W. Rogé & Company, Inc., Ron Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School. Ron will be speaking with radio personality and industry expert, Kent Smetters, about what it’s like to work with business owners and entrepreneurs, and...Read More